Insight Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-35,145
| Closed | -$1.31M | – | 194 |
|
|
2021
Q3 | $1.31M | Sell |
35,145
-310
| -0.9% | -$11.6K | 0.18% | 78 |
|
|
2021
Q2 | $1.49M | Buy |
35,455
+5,139
| +17% | +$216K | 0.21% | 64 |
|
|
2021
Q1 | $1.23M | Buy |
30,316
+16,618
| +121% | +$676K | 0.17% | 86 |
|
|
2020
Q4 | $543K | Buy |
13,698
+7,671
| +127% | +$304K | 0.09% | 108 |
|
|
2020
Q3 | $203K | Buy |
+6,027
| New | +$203K | 0.04% | 194 |
|