MWA
MFA Wealth Advisors’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
Q2 | – | Sell |
-17,454
| Closed | -$570K | – | 75 |
|
|
2022
Q1 | $570K | Sell |
17,454
-249,615
| -93% | -$8.15M | 0.18% | 51 |
|
|
2021
Q4 | $9.84M | Buy |
267,069
+5,661
| +2% | +$209K | 4.16% | 10 |
|
|
2021
Q3 | $9.76M | Buy |
261,408
+1,214
| +0.5% | +$45.3K | 4.48% | 5 |
|
|
2021
Q2 | $10.9M | Sell |
260,194
-206
| -0.1% | -$8.67K | 4.94% | 4 |
|
|
2021
Q1 | $10.6M | Buy |
260,400
+43,821
| +20% | +$1.78M | 5.13% | 4 |
|
|
2020
Q4 | $8.59M | Buy |
216,579
+1,986
| +0.9% | +$78.8K | 7.65% | 3 |
|
|
2020
Q3 | $7.23M | Sell |
214,593
-5,875
| -3% | -$198K | 7.68% | 3 |
|
|
2020
Q2 | $6.59M | Buy |
220,468
+199,451
| +949% | +$5.97M | 4.26% | 8 |
|
|
2020
Q1 | $500K | Buy |
+21,017
| New | +$500K | 0.49% | 34 |
|