AWM
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Accel Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,525
Closed -$305K 833
2021
Q2
$305K Hold
4,525
0.2% 99
2021
Q1
$295K Buy
4,525
+475
+12% +$31K 0.24% 84
2020
Q4
$266K Buy
+4,050
New +$266K 0.25% 85