Charter Oak Capital Management’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 |
-201
| Closed | -$6K | – | 923 |
|
|
2022
Q2 | $6K | Sell |
201
-400
| -67% | -$11.9K | ﹤0.01% | 684 |
|
|
2022
Q1 | $20K | Hold |
601
| – | – | ﹤0.01% | 522 |
|
|
2021
Q4 | $22K | Hold |
601
| – | – | ﹤0.01% | 492 |
|
|
2021
Q3 | $22K | Hold |
601
| – | – | ﹤0.01% | 445 |
|
|
2021
Q2 | $25K | Hold |
601
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $24K | Hold |
601
| – | – | ﹤0.01% | 410 |
|
|
2020
Q4 | $24K | Buy |
+601
| New | +$24K | ﹤0.01% | 390 |
|