CWM
Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24
| Closed | -$1K | – | 345 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $1K | Sell |
24
-4,931
| -100% | -$205K | ﹤0.01% | 372 |
|
|
2021
Q4 | $183K | Buy |
4,955
+1
| +0% | +$37 | 0.07% | 127 |
|
|
2021
Q3 | $185K | Buy |
4,954
+3
| +0.1% | +$112 | 0.08% | 109 |
|
|
2021
Q2 | $208K | Buy |
4,951
+24
| +0.5% | +$1.01K | 0.09% | 107 |
|
|
2021
Q1 | $200K | Buy |
4,927
+3
| +0.1% | +$122 | 0.1% | 100 |
|
|
2020
Q4 | $195K | Sell |
4,924
-325
| -6% | -$12.9K | 0.1% | 92 |
|
|
2020
Q3 | $177K | Buy |
5,249
+20
| +0.4% | +$674 | 0.11% | 89 |
|
|
2020
Q2 | $156K | Buy |
5,229
+15
| +0.3% | +$448 | 0.11% | 91 |
|
|
2020
Q1 | $127K | Buy |
+5,214
| New | +$127K | 0.09% | 97 |
|