J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.49M | Sell |
130,957
-884
| -0.7% | -$23.6K | 0.01% | 581 |
|
|
2023
Q2 | $3.68M | Sell |
131,841
-13,988
| -10% | -$391K | 0.02% | 394 |
|
|
2023
Q1 | $4.06M | Sell |
145,829
-305
| -0.2% | -$8.49K | 0.01% | 642 |
|
|
2022
Q4 | $3.9M | Sell |
146,134
-1,671
| -1% | -$44.6K | 0.01% | 642 |
|
|
2022
Q3 | $3.64M | Buy |
147,805
+319
| +0.2% | +$7.85K | 0.01% | 644 |
|
|
2022
Q2 | $4.23M | Buy |
147,486
+6,403
| +5% | +$184K | 0.01% | 615 |
|
|
2022
Q1 | $4.61M | Buy |
141,083
+12,336
| +10% | +$403K | 0.01% | 641 |
|
|
2021
Q4 | $4.74M | Buy |
128,747
+990
| +0.8% | +$36.5K | 0.01% | 623 |
|
|
2021
Q3 | $4.77M | Hold |
127,757
| – | – | 0.01% | 607 |
|
|
2021
Q2 | $5.38M | Buy |
127,757
+33,765
| +36% | +$1.42M | 0.01% | 575 |
|
|
2021
Q1 | $3.83M | Buy |
+93,992
| New | +$3.83M | 0.01% | 574 |
|