Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,323
| Closed | -$65K | – | 358 |
|
|
2014
Q4 | $65K | Hold |
1,323
| – | – | 0.03% | 101 |
|
|
2014
Q3 | $69K | Buy |
1,323
+576
| +77% | +$30K | 0.04% | 182 |
|
|
2014
Q2 | $37K | Buy |
+747
| New | +$37K | 0.02% | 265 |
|
|
2014
Q1 | – | Sell |
-422
| Closed | -$21K | – | 724 |
|
|
2013
Q4 | $21K | Hold |
422
| – | – | 0.01% | 447 |
|
|
2013
Q3 | $20K | Buy |
+422
| New | +$20K | 0.01% | 352 |
|