Aspire Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.32K | Sell |
161
-4
| -2% | -$132 | ﹤0.01% | 179 |
|
|
2024
Q2 | $5.07K | Sell |
165
-102
| -38% | -$3.13K | ﹤0.01% | 164 |
|
|
2024
Q1 | $7.88K | Sell |
267
-89
| -25% | -$2.63K | ﹤0.01% | 166 |
|
|
2023
Q4 | $10.3K | Buy |
356
+3
| +0.8% | +$87 | 0.01% | 156 |
|
|
2023
Q3 | $9.43K | Sell |
353
-506
| -59% | -$13.5K | 0.01% | 155 |
|
|
2023
Q2 | $24K | Buy |
859
+41
| +5% | +$1.15K | 0.02% | 142 |
|
|
2023
Q1 | $22.8K | Sell |
818
-8,802
| -91% | -$245K | 0.02% | 143 |
|
|
2022
Q4 | $257K | Sell |
9,620
-883
| -8% | -$23.6K | 0.22% | 70 |
|
|
2022
Q3 | $259K | Sell |
10,503
-5,537
| -35% | -$137K | 0.24% | 66 |
|
|
2022
Q2 | $460K | Sell |
16,040
-558
| -3% | -$16K | 0.42% | 45 |
|
|
2022
Q1 | $542K | Buy |
16,598
+4,951
| +43% | +$162K | 0.43% | 45 |
|
|
2021
Q4 | $429K | Buy |
+11,647
| New | +$429K | 0.35% | 48 |
|