FWM
Fortress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,987
| Closed | -$240K | – | 71 |
|
|
2023
Q3 | $240K | Sell |
8,987
-4,478
| -33% | -$119K | 0.16% | 57 |
|
|
2023
Q2 | $376K | Sell |
13,465
-74,048
| -85% | -$2.07M | 0.24% | 50 |
|
|
2023
Q1 | $2.44M | Buy |
87,513
+16,807
| +24% | +$468K | 1.71% | 18 |
|
|
2022
Q4 | $1.89M | Buy |
70,706
+8,937
| +14% | +$238K | 1.57% | 21 |
|
|
2022
Q3 | $1.52M | Buy |
61,769
+15,770
| +34% | +$388K | 1.54% | 24 |
|
|
2022
Q2 | $1.32M | Buy |
45,999
+27,598
| +150% | +$791K | 1.24% | 29 |
|
|
2022
Q1 | $601K | Buy |
+18,401
| New | +$601K | 0.46% | 33 |
|