Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-57,623
| Closed | -$1.54M | – | 254 |
|
|
2023
Q3 | $1.54M | Sell |
57,623
-17,582
| -23% | -$469K | 0.43% | 50 |
|
|
2023
Q2 | $2.2M | Buy |
75,205
+30,030
| +66% | +$877K | 0.58% | 39 |
|
|
2023
Q1 | $1.26M | Buy |
+45,175
| New | +$1.26M | 0.37% | 59 |
|
|
2022
Q4 | – | Sell |
-8,875
| Closed | -$222K | – | 239 |
|
|
2022
Q3 | $222K | Buy |
+8,875
| New | +$222K | 0.08% | 203 |
|