Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $817K | Buy |
24,254
+705
| +3% | +$23.7K | 0.26% | 74 |
|
|
2020
Q2 | $704K | Buy |
23,549
+4,237
| +22% | +$127K | 0.27% | 76 |
|
|
2020
Q1 | $472K | Buy |
19,312
+12,067
| +167% | +$295K | 0.21% | 83 |
|
|
2019
Q4 | $226K | Buy |
+7,245
| New | +$226K | 0.08% | 193 |
|
|
2018
Q4 | – | Sell |
-7,850
| Closed | -$222K | – | 238 |
|
|
2018
Q3 | $222K | Hold |
7,850
| – | – | 0.09% | 190 |
|
|
2018
Q2 | $231K | Hold |
7,850
| – | – | 0.11% | 177 |
|
|
2018
Q1 | $254K | Buy |
+7,850
| New | +$254K | 0.12% | 153 |
|