RWB
RMR Wealth Builders’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,541
| Closed | -$284K | – | 197 |
|
|
2022
Q3 | $284K | Sell |
11,541
-276,121
| -96% | -$6.79M | 0.07% | 143 |
|
|
2022
Q2 | $8.25M | Buy |
287,662
+12,318
| +4% | +$353K | 2.06% | 12 |
|
|
2022
Q1 | $8.99M | Buy |
275,344
+70,042
| +34% | +$2.29M | 1.93% | 12 |
|
|
2021
Q4 | $7.57M | Buy |
+205,302
| New | +$7.57M | 2.17% | 11 |
|
|
2021
Q2 | – | Sell |
-1,763
| Closed | -$72K | – | 730 |
|
|
2021
Q1 | $72K | Buy |
+1,763
| New | +$72K | 0.02% | 316 |
|