IAG Wealth Partners’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
Q1 | – | Sell |
-6,855
| Closed | -$198K | – | 482 |
|
|
2023
Q4 | $198K | Sell |
6,855
-11,324
| -62% | -$327K | 0.05% | 83 |
|
|
2023
Q3 | $485K | Sell |
18,179
-998
| -5% | -$26.6K | 0.14% | 52 |
|
|
2023
Q2 | $536K | Sell |
19,177
-8,692
| -31% | -$243K | 0.14% | 54 |
|
|
2023
Q1 | $776K | Sell |
27,869
-9,287
| -25% | -$259K | 0.22% | 44 |
|
|
2022
Q4 | $991K | Buy |
37,156
+15,909
| +75% | +$424K | 0.29% | 40 |
|
|
2022
Q3 | $523K | Sell |
21,247
-14,870
| -41% | -$366K | 0.17% | 48 |
|
|
2022
Q2 | $1.04M | Buy |
36,117
+33,495
| +1,277% | +$961K | 0.34% | 39 |
|
|
2022
Q1 | $86K | Sell |
2,622
-5,341
| -67% | -$175K | 0.03% | 99 |
|
|
2021
Q4 | $293K | Buy |
7,963
+1,102
| +16% | +$40.5K | 0.09% | 50 |
|
|
2021
Q3 | $257K | Buy |
+6,861
| New | +$257K | 0.09% | 45 |
|
|
2020
Q1 | – | Sell |
-533
| Closed | -$17K | – | 470 |
|
|
2019
Q4 | $17K | Buy |
+533
| New | +$17K | 0.01% | 193 |
|