CWM
Collaborative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,616
| Closed | -$212K | – | 175 |
|
|
2023
Q1 | $212K | Sell |
7,616
-7
| -0.1% | -$195 | 0.13% | 159 |
|
|
2022
Q4 | $203K | Buy |
+7,623
| New | +$203K | 0.13% | 165 |
|
|
2022
Q3 | – | Sell |
-8,097
| Closed | -$232K | – | 190 |
|
|
2022
Q2 | $232K | Buy |
+8,097
| New | +$232K | 0.15% | 161 |
|
|
2021
Q4 | $888K | Buy |
+24,097
| New | +$888K | 0.49% | 65 |
|
|
2021
Q1 | $637K | Buy |
+19,505
| New | +$637K | 0.37% | 90 |
|