Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.01K | Hold |
238
| – | – | ﹤0.01% | 520 |
|
|
2023
Q4 | $6.87K | Buy |
238
+2
| +0.8% | +$58 | ﹤0.01% | 493 |
|
|
2023
Q3 | $6.31K | Buy |
236
+1
| +0.4% | +$27 | ﹤0.01% | 460 |
|
|
2023
Q2 | $6.57K | Buy |
235
+1
| +0.4% | +$28 | ﹤0.01% | 475 |
|
|
2023
Q1 | $7K | Hold |
234
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $6K | Hold |
234
| – | – | ﹤0.01% | 427 |
|
|
2022
Q3 | $6K | Buy |
234
+3
| +1% | +$77 | ﹤0.01% | 322 |
|
|
2022
Q2 | $7K | Sell |
231
-1,247
| -84% | -$37.8K | ﹤0.01% | 501 |
|
|
2022
Q1 | $48K | Hold |
1,478
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $54K | Hold |
1,478
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $55K | Buy |
1,478
+2
| +0.1% | +$74 | 0.03% | 217 |
|
|
2021
Q2 | $62K | Sell |
1,476
-561
| -28% | -$23.6K | 0.03% | 218 |
|
|
2021
Q1 | $83K | Buy |
2,037
+787
| +63% | +$32.1K | 0.04% | 209 |
|
|
2020
Q4 | $0 | Buy |
+1,250
| New | – | ﹤0.01% | 754 |
|