Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-87,732
| Closed | -$2.52M | – | 166 |
|
|
2022
Q2 | $2.52M | Buy |
+87,732
| New | +$2.52M | 0.95% | 24 |
|
|
2021
Q2 | – | Sell |
-85,345
| Closed | -$3.47M | – | 149 |
|
|
2021
Q1 | $3.47M | Sell |
85,345
-39,517
| -32% | -$1.61M | 1.39% | 15 |
|
|
2020
Q4 | $4.95M | Buy |
124,862
+28,049
| +29% | +$1.11M | 2.29% | 5 |
|
|
2020
Q3 | $3.26M | Buy |
96,813
+43,237
| +81% | +$1.46M | 1.72% | 8 |
|
|
2020
Q2 | $1.6M | Buy |
+53,576
| New | +$1.6M | 0.94% | 56 |
|