TWA
TCI Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-24
| Closed | -$1.7K | – | 777 |
|
2023
Q1 | $1.7K | Hold |
24
| – | – | ﹤0.01% | 2004 |
|
2022
Q4 | $1.54K | Buy |
+24
| New | +$1.54K | ﹤0.01% | 2031 |
|
2018
Q1 | – | Sell |
-322
| Closed | -$19K | – | 1365 |
|
2017
Q4 | $19K | Buy |
+322
| New | +$19K | 0.01% | 504 |
|
2017
Q1 | – | Sell |
-114
| Closed | -$6K | – | 1310 |
|
2016
Q4 | $6K | Hold |
114
| – | – | ﹤0.01% | 728 |
|
2016
Q3 | $5K | Hold |
114
| – | – | ﹤0.01% | 724 |
|
2016
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 760 |
|
2016
Q1 | $5K | Hold |
114
| – | – | ﹤0.01% | 705 |
|
2015
Q4 | $6K | Sell |
114
-295
| -72% | -$15.5K | ﹤0.01% | 672 |
|
2015
Q3 | $20K | Buy |
409
+281
| +220% | +$13.7K | 0.01% | 396 |
|
2015
Q2 | $7K | Buy |
+128
| New | +$7K | ﹤0.01% | 576 |
|