White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,800
| Closed | -$366K | – | 111 |
|
|
2019
Q4 | $366K | Hold |
6,800
| – | – | 0.13% | 93 |
|
|
2019
Q3 | $343K | Hold |
6,800
| – | – | 0.14% | 95 |
|
|
2019
Q2 | $331K | Hold |
6,800
| – | – | 0.14% | 94 |
|
|
2019
Q1 | $344K | Buy |
+6,800
| New | +$344K | 0.16% | 87 |
|
|
2018
Q4 | – | Sell |
-3,930
| Closed | -$228K | – | 112 |
|
|
2018
Q3 | $228K | Hold |
3,930
| – | – | 0.12% | 105 |
|
|
2018
Q2 | $212K | Hold |
3,930
| – | – | 0.12% | 111 |
|
|
2018
Q1 | $220K | Hold |
3,930
| – | – | 0.13% | 110 |
|
|
2017
Q4 | $233K | Buy |
+3,930
| New | +$233K | 0.13% | 112 |
|