JFS Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32K | Sell |
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|
2025
Q1 | $5.48K | Buy |
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|
2024
Q4 | $5.41K | Hold |
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|
2024
Q3 | $5.84K | Buy |
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|
2024
Q2 | $5.39K | Buy |
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|
2024
Q1 | $5.16K | Sell |
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|
2023
Q4 | $7.31K | Buy |
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|
2023
Q3 | $6.72K | Buy |
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|
2023
Q2 | $7.02K | Buy |
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|
2023
Q1 | $6.96K | Hold |
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|
2022
Q4 | $6.67K | Hold |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Buy |
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