Evermay Wealth Management’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.11K | Hold |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $1K | Sell |
|
|||||
|
2022
Q1 | $11K | Sell |
|
|||||
|
2021
Q4 | $119K | Hold |
|
|||||
|
2021
Q3 | $128K | Sell |
|
|||||
|
2021
Q2 | $1.28M | Sell |
|
|||||
|
2021
Q1 | $3.82M | Sell |
|
|||||
|
2020
Q4 | $4.4M | Buy |
|
|||||
|
2020
Q3 | $3.59M | Buy |
|
|||||
|
2020
Q2 | $3.03M | Buy |
|