Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $230K | Buy |
+8,603
| New | +$230K | 0.01% | 487 |
|
|
2022
Q1 | – | Sell |
-6,028
| Closed | -$222K | – | 639 |
|
|
2021
Q4 | $222K | Sell |
6,028
-5
| -0.1% | -$184 | ﹤0.01% | 534 |
|
|
2021
Q3 | $225K | Hold |
6,033
| – | – | 0.01% | 526 |
|
|
2021
Q2 | $254K | Hold |
6,033
| – | – | 0.01% | 480 |
|
|
2021
Q1 | $245K | Buy |
6,033
+285
| +5% | +$11.6K | 0.01% | 466 |
|
|
2020
Q4 | $228K | Sell |
5,748
-992
| -15% | -$39.3K | 0.01% | 450 |
|
|
2020
Q3 | $227K | Sell |
6,740
-1,150
| -15% | -$38.7K | 0.01% | 422 |
|
|
2020
Q2 | $236K | Buy |
+7,890
| New | +$236K | 0.01% | 391 |
|