YorkBridge Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,642	Closed	-$80K	–	298
2019 Q2	$80K	Buy	1,642 +145	+10%	+$7.23K	0.04%	319
2019 Q1	$76K	Buy	1,497 +5	+0.3%	+$249	0.04%	312
2018 Q4	$69K	Hold	1,492	–	–	0.04%	295
2018 Q3	$88K	Buy	1,492 +14	+0.9%	+$768	0.04%	302
2018 Q2	$80K	Buy	1,478 +7	+0.5%	+$396	0.04%	317
2018 Q1	$83K	Sell	1,471 -200	-12%	-$11.6K	0.04%	316
2017 Q4	$95K	Sell	1,671 -1,720	-51%	-$99.2K	0.05%	300
2017 Q3	$185K	Sell	3,391 -425	-11%	-$22.3K	0.1%	182
2017 Q2	$199K	Sell	3,816 -175	-4%	-$8.95K	0.11%	171
2017 Q1	$206K	Buy	3,991 +545	+16%	+$27.8K	0.11%	165
2016 Q4	$166K	Buy	+3,446	New	+$162K	0.1%	174