Fortis Advisors’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
Q2 | – | Sell |
-175
| Closed | -$4.88K | – | 266 |
|
|
2023
Q1 | $4.88K | Hold |
175
| – | – | ﹤0.01% | 223 |
|
|
2022
Q4 | $4.68K | Hold |
175
| – | – | ﹤0.01% | 221 |
|
|
2022
Q3 | $4K | Buy |
175
+1
| +0.6% | +$23 | ﹤0.01% | 221 |
|
|
2022
Q2 | $5K | Sell |
174
-1,134
| -87% | -$32.6K | ﹤0.01% | 241 |
|
|
2022
Q1 | $43K | Buy |
1,308
+118
| +10% | +$3.88K | 0.02% | 189 |
|
|
2021
Q4 | $44K | Sell |
1,190
-1,078
| -48% | -$39.9K | 0.03% | 170 |
|
|
2021
Q3 | $85K | Sell |
2,268
-293
| -11% | -$11K | 0.05% | 153 |
|
|
2021
Q2 | $108K | Buy |
2,561
+1,229
| +92% | +$51.8K | 0.06% | 134 |
|
|
2021
Q1 | $54K | Buy |
+1,332
| New | +$54K | 0.04% | 144 |
|