Capstone Triton Financial Group’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
Q4 | – | Sell |
-13,591
| Closed | -$335K | – | 108 |
|
|
2022
Q3 | $335K | Buy |
13,591
+780
| +6% | +$19.2K | 0.29% | 76 |
|
|
2022
Q2 | $366K | Sell |
12,811
-18,902
| -60% | -$540K | 0.28% | 76 |
|
|
2022
Q1 | $947K | Sell |
31,713
-764
| -2% | -$22.8K | 0.66% | 46 |
|
|
2021
Q4 | $1.2M | Buy |
32,477
+6,691
| +26% | +$247K | 2.42% | 5 |
|
|
2021
Q3 | $1M | Buy |
25,786
+6,299
| +32% | +$245K | 0.6% | 43 |
|
|
2021
Q2 | $820K | Buy |
19,487
+2,107
| +12% | +$88.7K | 0.5% | 48 |
|
|
2021
Q1 | $707K | Buy |
17,380
+318
| +2% | +$12.9K | 0.47% | 49 |
|
|
2020
Q4 | $677K | Buy |
+17,062
| New | +$677K | 0.41% | 49 |
|