PWA
Physician Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
7,215
+85
| +1% | +$2.93K | 0.04% | 155 |
|
|
2025
Q1 | $220K | Buy |
7,130
+1
| +0% | +$31 | 0.04% | 165 |
|
|
2024
Q4 | $217K | Sell |
7,129
-117
| -2% | -$3.57K | 0.04% | 168 |
|
|
2024
Q3 | $235K | Sell |
7,246
-396
| -5% | -$12.9K | 0.04% | 164 |
|
|
2024
Q2 | $244K | Sell |
7,642
-119
| -2% | -$3.8K | 0.05% | 148 |
|
|
2024
Q1 | $221K | Buy |
+7,761
| New | +$221K | 0.05% | 158 |
|
|
2022
Q4 | – | Sell |
-12,712
| Closed | -$327K | – | 159 |
|
|
2022
Q3 | $327K | Sell |
12,712
-2,095
| -14% | -$53.9K | 0.1% | 102 |
|
|
2022
Q2 | $420K | Sell |
14,807
-130,164
| -90% | -$3.69M | 0.12% | 89 |
|
|
2022
Q1 | $4.48M | Buy |
144,971
+39,311
| +37% | +$1.21M | 1.19% | 18 |
|
|
2021
Q4 | $3.87M | Sell |
105,660
-27,835
| -21% | -$1.02M | 1.01% | 23 |
|
|
2021
Q3 | $5.15M | Sell |
133,495
-26,758
| -17% | -$1.03M | 1.42% | 18 |
|
|
2021
Q2 | $6.51M | Buy |
160,253
+25,618
| +19% | +$1.04M | 1.87% | 14 |
|
|
2021
Q1 | $5.56M | Buy |
134,635
+11,353
| +9% | +$469K | 1.81% | 13 |
|
|
2020
Q4 | $5.47M | Buy |
+123,282
| New | +$5.47M | 1.86% | 12 |
|