Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-165,823
| Closed | -$6.84M | – | 23 |
|
|
2021
Q2 | $6.84M | Buy |
165,823
+44,018
| +36% | +$1.81M | 4.15% | 10 |
|
|
2021
Q1 | $4.96M | Buy |
121,805
+6,749
| +6% | +$275K | 3.21% | 13 |
|
|
2020
Q4 | $4.56M | Buy |
115,056
+11,212
| +11% | +$444K | 3.09% | 15 |
|
|
2020
Q3 | $3.49M | Buy |
103,844
+6,886
| +7% | +$231K | 2.59% | 15 |
|
|
2020
Q2 | $2.9M | Buy |
96,958
+5,938
| +7% | +$178K | 2.3% | 15 |
|
|
2020
Q1 | $2.23M | Buy |
91,020
+82,678
| +991% | +$2.02M | 2.15% | 12 |
|
|
2019
Q4 | $260K | Buy |
+8,342
| New | +$260K | 0.24% | 56 |
|