GSWM
Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9K | Buy |
+142
| New | +$4.9K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $633K | Sell |
19,378
-20,990
| -52% | -$686K | 0.12% | 151 |
|
|
2021
Q4 | $1.49M | Buy |
40,368
+19,837
| +97% | +$731K | 0.26% | 74 |
|
|
2021
Q3 | $766K | Sell |
20,531
-1,011
| -5% | -$37.7K | 0.17% | 121 |
|
|
2021
Q2 | $906K | Buy |
+21,542
| New | +$906K | 0.2% | 104 |
|
|
2020
Q4 | – | Sell |
-2,091
| Closed | -$70K | – | 430 |
|
|
2020
Q3 | $70K | Buy |
+2,091
| New | +$70K | 0.02% | 302 |
|
|
2020
Q2 | – | Sell |
-1,074
| Closed | -$26K | – | 933 |
|
|
2020
Q1 | $26K | Buy |
+1,074
| New | +$26K | 0.01% | 465 |
|
|
2019
Q4 | – | Sell |
-914
| Closed | -$25K | – | 980 |
|
|
2019
Q3 | $25K | Buy |
914
+12
| +1% | +$328 | 0.01% | 580 |
|
|
2019
Q2 | $26K | Buy |
+902
| New | +$26K | 0.01% | 573 |
|