Personal CFO Solutions’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,312
| Closed | -$281K | – | 449 |
|
|
2021
Q1 | $281K | Sell |
4,312
-292
| -6% | -$19K | 0.06% | 280 |
|
|
2020
Q4 | $303K | Hold |
4,604
| – | – | 0.08% | 244 |
|
|
2020
Q3 | $0 | Sell |
4,604
-1,956
| -30% | – | ﹤0.01% | 179 |
|
|
2020
Q2 | $315K | Buy |
+6,560
| New | +$315K | 0.09% | 203 |
|
|
2019
Q4 | – | Sell |
-19,678
| Closed | -$699K | – | 350 |
|
|
2019
Q3 | $699K | Buy |
+19,678
| New | +$699K | 0.28% | 86 |
|