PCS
Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
8,138
-379
| -4% | -$13.1K | 0.05% | 348 |
|
|
2025
Q1 | $263K | Buy |
+8,517
| New | +$263K | 0.05% | 351 |
|
|
2022
Q1 | – | Sell |
-9,403
| Closed | -$347K | – | 524 |
|
|
2021
Q4 | $347K | Buy |
9,403
+358
| +4% | +$13.2K | 0.07% | 281 |
|
|
2021
Q3 | $338K | Buy |
9,045
+1,090
| +14% | +$40.7K | 0.07% | 262 |
|
|
2021
Q2 | $335K | Buy |
+7,955
| New | +$335K | 0.07% | 259 |
|
|
2020
Q1 | – | Sell |
-9,494
| Closed | -$296K | – | 386 |
|
|
2019
Q4 | $296K | Hold |
9,494
| – | – | 0.08% | 212 |
|
|
2019
Q3 | $263K | Buy |
+9,494
| New | +$263K | 0.1% | 221 |
|