Liberty 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
Q4 | – | Sell |
-1,425
| Closed | -$53K | – | 1134 |
|
|
2021
Q3 | $53K | Sell |
1,425
-16,651
| -92% | -$619K | 0.02% | 413 |
|
|
2021
Q2 | $760K | Buy |
18,076
+8,378
| +86% | +$352K | 0.3% | 50 |
|
|
2021
Q1 | $411K | Hold |
9,698
| – | – | 0.2% | 70 |
|
|
2020
Q4 | $411K | Buy |
9,698
+8,975
| +1,241% | +$380K | 0.2% | 70 |
|
|
2020
Q3 | $24K | Buy |
+723
| New | +$24K | 0.01% | 372 |
|