Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,596
| Closed | -$206K | – | 135 |
|
|
2021
Q4 | $206K | Sell |
5,596
-4,041
| -42% | -$149K | 0.09% | 105 |
|
|
2021
Q3 | $360K | Sell |
9,637
-57
| -0.6% | -$2.13K | 0.16% | 91 |
|
|
2021
Q2 | $408K | Buy |
9,694
+70
| +0.7% | +$2.95K | 0.18% | 79 |
|
|
2021
Q1 | $392K | Sell |
9,624
-175
| -2% | -$7.13K | 0.21% | 74 |
|
|
2020
Q4 | $389K | Buy |
+9,799
| New | +$389K | 0.24% | 74 |
|