QWM
Quadcap Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,400
| Closed | -$211K | – | 405 |
|
2024
Q3 | $211K | Sell |
6,400
-943
| -13% | -$31.1K | 0.03% | 354 |
|
2024
Q2 | $225K | Buy |
7,343
+35
| +0.5% | +$1.07K | 0.04% | 344 |
|
2024
Q1 | $215K | Hold |
7,308
| – | – | 0.05% | 304 |
|
2023
Q4 | $211K | Buy |
+7,308
| New | +$211K | 0.05% | 304 |
|