JFS Wealth Advisors’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-382
| Closed | -$12K | – | 1959 |
|
|
2022
Q3 | $12K | Hold |
382
| – | – | ﹤0.01% | 672 |
|
|
2022
Q2 | $16K | Hold |
382
| – | – | ﹤0.01% | 627 |
|
|
2022
Q1 | $15K | Hold |
382
| – | – | ﹤0.01% | 672 |
|
|
2021
Q4 | $19K | Hold |
382
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $20K | Buy |
+382
| New | +$20K | ﹤0.01% | 540 |
|
|
2016
Q2 | – | Sell |
-1,298
| Closed | -$30K | – | 524 |
|
|
2016
Q1 | $30K | Hold |
1,298
| – | – | 0.01% | 278 |
|
|
2015
Q4 | $32K | Hold |
1,298
| – | – | 0.01% | 280 |
|
|
2015
Q3 | $28K | Hold |
1,298
| – | – | 0.01% | 249 |
|
|
2015
Q2 | $36K | Hold |
1,298
| – | – | 0.02% | 211 |
|
|
2015
Q1 | $36K | Hold |
1,298
| – | – | 0.02% | 211 |
|
|
2014
Q4 | $34K | Hold |
1,298
| – | – | 0.01% | 228 |
|
|
2014
Q3 | $34K | Hold |
1,298
| – | – | 0.01% | 215 |
|
|
2014
Q2 | $34K | Buy |
+1,298
| New | +$34K | 0.01% | 221 |
|