EWM
Echo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,248
| Closed | -$235K | – | 51 |
|
|
2021
Q3 | $235K | Hold |
6,248
| – | – | 0.28% | 48 |
|
|
2021
Q2 | $255K | Sell |
6,248
-2,000
| -24% | -$81.6K | 0.33% | 47 |
|
|
2021
Q1 | $336K | Hold |
8,248
| – | – | 0.42% | 42 |
|
|
2020
Q4 | $327K | Buy |
+8,248
| New | +$327K | 0.43% | 39 |
|