Teamwork Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,929
| Closed | -$1.05M | – | 191 |
|
|
2023
Q3 | $1.05M | Sell |
11,929
-25
| -0.2% | -$2.21K | 0.17% | 83 |
|
|
2023
Q2 | $995K | Buy |
11,954
+2,889
| +32% | +$241K | 0.16% | 86 |
|
|
2023
Q1 | $641K | Sell |
9,065
-248
| -3% | -$17.5K | 0.12% | 101 |
|
|
2022
Q4 | $599K | Buy |
9,313
+3,232
| +53% | +$208K | 0.12% | 106 |
|
|
2022
Q3 | $375K | Buy |
+6,081
| New | +$375K | 0.08% | 148 |
|