FWP
Firethorn Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-36,816
| Closed | -$1.2M | – | 144 |
|
|
2022
Q1 | $1.2M | Buy |
36,816
+9,049
| +33% | +$295K | 0.91% | 22 |
|
|
2021
Q4 | $1.02M | Buy |
+27,767
| New | +$1.02M | 0.77% | 27 |
|
|
2021
Q2 | $1.87M | Buy |
44,419
+4,266
| +11% | +$179K | 1.56% | 15 |
|
|
2021
Q1 | $1.63M | Sell |
40,153
-1,958
| -5% | -$79.7K | 1.52% | 14 |
|
|
2020
Q4 | $1.67M | Buy |
+42,111
| New | +$1.67M | 1.81% | 13 |
|