Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13K | Hold |
374
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q3 | $13K | Hold |
374
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q2 | $15K | Hold |
374
| – | – | ﹤0.01% | 1177 |
|
|
2021
Q1 | $15K | Buy |
+374
| New | +$15K | ﹤0.01% | 1113 |
|
|
2019
Q3 | – | Sell |
-164
| Closed | -$4K | – | 1747 |
|
|
2019
Q2 | $4K | Hold |
164
| – | – | ﹤0.01% | 1281 |
|
|
2019
Q1 | $4K | Hold |
164
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q4 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 1106 |
|