Coyle Financial Counsel’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
Q1 | – | Sell |
-52,556
| Closed | -$1.94M | – | 74 |
|
2021
Q4 | $1.94M | Sell |
52,556
-173,244
| -77% | -$6.39M | 1.14% | 24 |
|
2021
Q3 | $8.43M | Buy |
225,800
+5,425
| +2% | +$202K | 4.93% | 4 |
|
2021
Q2 | $9.27M | Buy |
220,375
+18,509
| +9% | +$779K | 5.56% | 3 |
|
2021
Q1 | $8.21M | Buy |
201,866
+20,045
| +11% | +$816K | 5.69% | 3 |
|
2020
Q4 | $7.21M | Sell |
181,821
-1,272
| -0.7% | -$50.5K | 5.29% | 4 |
|
2020
Q3 | $6.17M | Buy |
183,093
+139
| +0.1% | +$4.68K | 5.16% | 4 |
|
2020
Q2 | $5.47M | Buy |
182,954
+301
| +0.2% | +$9K | 5.06% | 5 |
|
2020
Q1 | $4.46M | Buy |
+182,653
| New | +$4.46M | 5.57% | 5 |
|