OCFG
O'Connor Financial Group’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 |
-84,445
| Closed | -$2.44M | – | 60 |
|
|
2023
Q4 | $2.44M | Buy |
84,445
+7,736
| +10% | +$223K | 1.51% | 19 |
|
|
2023
Q3 | $2.05M | Buy |
76,709
+8,474
| +12% | +$226K | 1.4% | 20 |
|
|
2023
Q2 | $1.91M | Buy |
68,235
+5,978
| +10% | +$167K | 1.32% | 20 |
|
|
2023
Q1 | $1.73M | Buy |
+62,257
| New | +$1.73M | 1.3% | 21 |
|