EWM
Evermay Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32
| Closed | -$1.11K | – | 551 |
|
|
2022
Q4 | $1.11K | Hold |
32
| – | – | ﹤0.01% | 507 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $1K | Sell |
32
-250
| -89% | -$7.81K | ﹤0.01% | 490 |
|
|
2022
Q1 | $11K | Sell |
282
-2,112
| -88% | -$82.4K | ﹤0.01% | 410 |
|
|
2021
Q4 | $119K | Hold |
2,394
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $128K | Sell |
2,394
-16,572
| -87% | -$886K | 0.02% | 199 |
|
|
2021
Q2 | $1.28M | Sell |
18,966
-39,603
| -68% | -$2.67M | 0.24% | 41 |
|
|
2021
Q1 | $3.82M | Sell |
58,569
-8,326
| -12% | -$543K | 0.76% | 14 |
|
|
2020
Q4 | $4.4M | Buy |
66,895
+34,975
| +110% | +$2.3M | 0.97% | 13 |
|
|
2020
Q3 | $3.59M | Buy |
31,920
+305
| +1% | +$34.3K | 0.88% | 14 |
|
|
2020
Q2 | $3.03M | Buy |
+31,615
| New | +$3.03M | 0.8% | 16 |
|