MLA
My Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,106
| Closed | -$339K | – | 219 |
|
|
2023
Q4 | $339K | Sell |
12,106
-13,997
| -54% | -$392K | 0.12% | 175 |
|
|
2023
Q3 | $682K | Sell |
26,103
-1,990
| -7% | -$52K | 0.28% | 109 |
|
|
2023
Q2 | $823K | Buy |
28,093
+1,942
| +7% | +$56.9K | 0.32% | 91 |
|
|
2023
Q1 | $725K | Buy |
26,151
+2,147
| +9% | +$59.5K | 0.31% | 116 |
|
|
2022
Q4 | $696K | Sell |
24,004
-1,557
| -6% | -$45.1K | 0.3% | 126 |
|
|
2022
Q3 | $617K | Buy |
25,561
+723
| +3% | +$17.5K | 0.31% | 118 |
|
|
2022
Q2 | $693K | Sell |
24,838
-81,881
| -77% | -$2.28M | 0.35% | 106 |
|
|
2022
Q1 | $3.49M | Buy |
+106,719
| New | +$3.49M | 1.62% | 10 |
|