Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-20,000
| Closed | -$1.05M | – | 506 |
|
|
2014
Q3 | $1.05M | Hold |
20,000
| – | – | 0.43% | 65 |
|
|
2014
Q2 | $987K | Hold |
20,000
| – | – | 0.39% | 71 |
|
|
2014
Q1 | $947K | Hold |
20,000
| – | – | 0.38% | 70 |
|
|
2013
Q4 | $1.02M | Hold |
20,000
| – | – | 0.42% | 63 |
|
|
2013
Q3 | $959K | Hold |
20,000
| – | – | 0.43% | 64 |
|
|
2013
Q2 | $912K | Buy |
+20,000
| New | +$912K | 0.44% | 63 |
|