Simplicity Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.08M | Sell |
69,109
-3,555
| -5% | -$313K | 0.17% | 111 |
|
|
2023
Q3 | $6.41M | Buy |
72,664
+755
| +1% | +$66.6K | 0.21% | 93 |
|
|
2023
Q2 | $5.99M | Buy |
71,909
+417
| +0.6% | +$34.7K | 0.16% | 117 |
|
|
2023
Q1 | $5.06M | Buy |
+71,492
| New | +$5.06M | 0.13% | 140 |
|
|
2020
Q1 | – | Sell |
-14,619
| Closed | -$786K | – | 754 |
|
|
2019
Q4 | $786K | Buy |
+14,619
| New | +$786K | 0.02% | 441 |
|
|
2016
Q1 | – | Sell |
-29,284
| Closed | -$1.47M | – | 274 |
|
|
2015
Q4 | $1.47M | Buy |
29,284
+18,180
| +164% | +$911K | 0.17% | 170 |
|
|
2015
Q3 | $540K | Buy |
11,104
+458
| +4% | +$22.3K | 0.58% | 38 |
|
|
2015
Q2 | $609K | Buy |
10,646
+2,411
| +29% | +$138K | 0.58% | 37 |
|
|
2015
Q1 | $454K | Buy |
+8,235
| New | +$454K | 0.54% | 46 |
|