Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,083
| Closed | -$261K | – | 222 |
|
|
2022
Q2 | $261K | Sell |
9,083
-1,408
| -13% | -$40.5K | 0.06% | 186 |
|
|
2022
Q1 | $343K | Sell |
10,491
-6,856
| -40% | -$224K | 0.06% | 178 |
|
|
2021
Q4 | $639K | Buy |
17,347
+1,865
| +12% | +$68.7K | 0.12% | 147 |
|
|
2021
Q3 | $578K | Buy |
15,482
+801
| +5% | +$29.9K | 0.12% | 147 |
|
|
2021
Q2 | $618K | Buy |
14,681
+4,584
| +45% | +$193K | 0.14% | 130 |
|
|
2021
Q1 | $411K | Buy |
+10,097
| New | +$411K | 0.1% | 150 |
|