BSW
Buckingham Strategic Wealth’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.69M | Sell |
218,351
-4,041
| -2% | -$124K | 0.07% | 127 |
|
|
2024
Q1 | $6.55M | Sell |
222,392
-20,961
| -9% | -$618K | 0.07% | 128 |
|
|
2023
Q4 | $7.03M | Sell |
243,353
-9,774
| -4% | -$282K | 0.08% | 114 |
|
|
2023
Q3 | $6.75M | Sell |
253,127
-2,717
| -1% | -$72.5K | 0.1% | 109 |
|
|
2023
Q2 | $7.15M | Sell |
255,844
-37,522
| -13% | -$1.05M | 0.1% | 103 |
|
|
2023
Q1 | $7.83M | Hold |
293,366
| – | – | 0.14% | 86 |
|
|
2022
Q4 | $7.83M | Sell |
293,366
-39,929
| -12% | -$1.07M | 0.14% | 86 |
|
|
2022
Q3 | $8.21M | Sell |
333,295
-42,405
| -11% | -$1.04M | 0.17% | 71 |
|
|
2022
Q2 | $10.8M | Sell |
375,700
-34,585
| -8% | -$992K | 0.21% | 57 |
|
|
2022
Q1 | $13.4M | Sell |
410,285
-59,592
| -13% | -$1.95M | 0.26% | 45 |
|
|
2021
Q4 | $17.3M | Sell |
469,877
-12,676
| -3% | -$467K | 0.33% | 37 |
|
|
2021
Q3 | $18M | Sell |
482,553
-15,734
| -3% | -$587K | 0.37% | 35 |
|
|
2021
Q2 | $21M | Sell |
498,287
-11,045
| -2% | -$465K | 0.51% | 30 |
|
|
2021
Q1 | $20.7M | Sell |
509,332
-17,806
| -3% | -$725K | 1.02% | 20 |
|
|
2020
Q4 | $20.9M | Buy |
+527,138
| New | +$20.9M | 1.1% | 18 |
|