Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | – | – | 1093 |
|
|
2022
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q3 | $0 | Sell |
8
-30
| -79% | – | ﹤0.01% | 1038 |
|
|
2022
Q2 | $1K | Sell |
38
-3,156
| -99% | -$83.1K | ﹤0.01% | 887 |
|
|
2022
Q1 | $104K | Buy |
3,194
+2,549
| +395% | +$83K | 0.01% | 243 |
|
|
2021
Q4 | $24K | Sell |
645
-224
| -26% | -$8.34K | ﹤0.01% | 444 |
|
|
2021
Q3 | $32K | Buy |
869
+718
| +475% | +$26.4K | ﹤0.01% | 348 |
|
|
2021
Q2 | $6K | Hold |
151
| – | – | ﹤0.01% | 566 |
|
|
2021
Q1 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 512 |
|