Global Retirement Partners’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20
| Closed | -$509 | – | 3400 |
|
2023
Q4 | $509 | Hold |
20
| – | – | ﹤0.01% | 3079 |
|
2023
Q3 | $573 | Hold |
20
| – | – | ﹤0.01% | 2921 |
|
2023
Q2 | $613 | Hold |
20
| – | – | ﹤0.01% | 2900 |
|
2023
Q1 | $643 | Hold |
20
| – | – | ﹤0.01% | 2856 |
|
2022
Q4 | $695 | Hold |
20
| – | – | ﹤0.01% | 2684 |
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2420 |
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2393 |
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2353 |
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 556 |
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1879 |
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1789 |
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1699 |
|