Concord Wealth Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72K | Hold |
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|
2025
Q1 | $7.81K | Sell |
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|
2024
Q4 | $7.74K | Sell |
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|
2024
Q3 | $8.88K | Hold |
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|
2024
Q2 | $8.24K | Hold |
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|
2024
Q1 | $7.92K | Sell |
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|
2023
Q4 | $10.6K | Hold |
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|
2023
Q3 | $9.76K | Hold |
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|
2023
Q2 | $10.2K | Buy |
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|
2023
Q1 | $3.51K | Sell |
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|
2022
Q4 | $39.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $9.18M | Buy |
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|
2021
Q4 | $9.95M | Buy |
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|
2021
Q3 | $7.23M | Sell |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $7.55M | Buy |
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|
2020
Q4 | $81K | Buy |
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