Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-229
| Closed | -$7K | – | 602 |
|
|
2022
Q1 | $7K | Sell |
229
-567
| -71% | -$17.3K | ﹤0.01% | 427 |
|
|
2021
Q4 | $29K | Sell |
796
-4,074
| -84% | -$148K | 0.01% | 263 |
|
|
2021
Q3 | $182K | Sell |
4,870
-45
| -0.9% | -$1.68K | 0.09% | 86 |
|
|
2021
Q2 | $207K | Buy |
4,915
+178
| +4% | +$7.5K | 0.1% | 76 |
|
|
2021
Q1 | $193K | Sell |
4,737
-3,167
| -40% | -$129K | 0.1% | 64 |
|
|
2020
Q4 | $314K | Buy |
+7,904
| New | +$314K | 0.17% | 34 |
|