Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-123
| Closed | -$4.06K | – | 540 |
|
|
2024
Q3 | $4.06K | Buy |
+123
| New | +$4.06K | ﹤0.01% | 412 |
|
|
2023
Q4 | – | Sell |
-852
| Closed | -$22.7K | – | 464 |
|
|
2023
Q3 | $22.7K | Hold |
852
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $23.8K | Hold |
852
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $23.7K | Hold |
852
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $22.7K | Hold |
852
| – | – | ﹤0.01% | 288 |
|
|
2022
Q3 | $21K | Hold |
852
| – | – | ﹤0.01% | 269 |
|
|
2022
Q2 | $24K | Buy |
+852
| New | +$24K | ﹤0.01% | 265 |
|