MIAN
Mariner Independent Advisor Network’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.88M | Buy |
76,157
+5,285
| +7% | +$130K | 0.08% | 253 |
|
2022
Q2 | $2.04M | Sell |
70,872
-15,965
| -18% | -$459K | 0.09% | 242 |
|
2022
Q1 | $2.88M | Buy |
86,837
+2,544
| +3% | +$84.4K | 0.11% | 188 |
|
2021
Q4 | $3.12M | Buy |
+84,293
| New | +$3.12M | 0.15% | 162 |
|
2021
Q3 | – | Sell |
-48,232
| Closed | -$2.03M | – | 530 |
|
2021
Q2 | $2.03M | Sell |
48,232
-15,741
| -25% | -$662K | 0.09% | 235 |
|
2021
Q1 | $2.6M | Buy |
63,973
+43,603
| +214% | +$1.77M | 0.14% | 159 |
|
2020
Q4 | $808K | Buy |
+20,370
| New | +$808K | 0.04% | 312 |
|
2020
Q3 | – | Sell |
-60,788
| Closed | -$1.84M | – | 344 |
|
2020
Q2 | $1.84M | Buy |
+60,788
| New | +$1.84M | 0.17% | 144 |
|