WCA
Windsor Creek Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8M | Sell |
127,781
-7,000
| -5% | -$438K | 2.42% | 4 |
|
|
2021
Q3 | $8.51M | Hold |
134,781
| – | – | 2.44% | 3 |
|
|
2021
Q2 | $8.22M | Buy |
134,781
+4,275
| +3% | +$261K | 2.13% | 3 |
|
|
2021
Q1 | $8.01M | Sell |
130,506
-5,733
| -4% | -$352K | 2.1% | 3 |
|
|
2020
Q4 | $7.41M | Buy |
136,239
+28,415
| +26% | +$1.55M | 1.87% | 5 |
|
|
2020
Q3 | $5.28M | Buy |
+107,824
| New | +$5.28M | 1.5% | 7 |
|
|
2020
Q2 | – | Sell |
-10,600
| Closed | -$447K | – | 131 |
|
|
2020
Q1 | $447K | Buy |
+10,600
| New | +$447K | 0.16% | 84 |
|