Hochman Cole Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $440K | Sell |
11,787
-2,480
| -17% | -$92.6K | 0.17% | 84 |
|
2021
Q2 | $600K | Sell |
14,267
-175
| -1% | -$7.36K | 0.24% | 66 |
|
2021
Q1 | $588K | Buy |
14,442
+355
| +3% | +$14.5K | 0.25% | 67 |
|
2020
Q4 | $559K | Buy |
14,087
+34
| +0.2% | +$1.35K | 0.24% | 67 |
|
2020
Q3 | $473K | Sell |
14,053
-200
| -1% | -$6.73K | 0.23% | 70 |
|
2020
Q2 | $426K | Sell |
14,253
-85
| -0.6% | -$2.54K | 0.23% | 74 |
|
2020
Q1 | $350K | Buy |
14,338
+1,355
| +10% | +$33.1K | 0.24% | 70 |
|
2019
Q4 | $405K | Buy |
12,983
+233
| +2% | +$7.27K | 0.22% | 73 |
|
2019
Q3 | $353K | Buy |
12,750
+5,350
| +72% | +$148K | 0.22% | 77 |
|
2019
Q2 | $214K | Buy |
+7,400
| New | +$214K | 0.13% | 109 |
|