Ranch Capital Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-126
| Closed | -$8K | – | 267 |
|
2021
Q3 | $8K | Buy |
+126
| New | +$8K | 0.01% | 496 |
|
2021
Q2 | – | Sell |
-126
| Closed | -$7K | – | 702 |
|
2021
Q1 | $7K | Hold |
126
| – | – | ﹤0.01% | 691 |
|
2020
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 700 |
|
2020
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 691 |
|
2020
Q2 | $5K | Sell |
126
-767
| -86% | -$30.4K | ﹤0.01% | 747 |
|
2020
Q1 | $37K | Sell |
893
-1,339
| -60% | -$55.5K | 0.04% | 321 |
|
2019
Q4 | $120K | Buy |
+2,232
| New | +$120K | 0.1% | 191 |
|