SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-125
| Closed | -$3.33K | – | 513 |
|
|
2023
Q3 | $3.33K | Buy |
+125
| New | +$3.33K | ﹤0.01% | 468 |
|
|
2022
Q2 | – | Sell |
-9,834
| Closed | -$321K | – | 354 |
|
|
2022
Q1 | $321K | Sell |
9,834
-23,536
| -71% | -$768K | 0.04% | 270 |
|
|
2021
Q4 | $1.23M | Sell |
33,370
-35,605
| -52% | -$1.31M | 0.15% | 133 |
|
|
2021
Q3 | $2.57M | Sell |
68,975
-5,797
| -8% | -$216K | 0.35% | 69 |
|
|
2021
Q2 | $3.15M | Buy |
74,772
+3,342
| +5% | +$141K | 0.42% | 60 |
|
|
2021
Q1 | $2.91M | Buy |
71,430
+2,035
| +3% | +$82.8K | 0.43% | 66 |
|
|
2020
Q4 | $2.75M | Buy |
69,395
+59,104
| +574% | +$2.34M | 0.42% | 68 |
|
|
2020
Q3 | $347K | Buy |
+10,291
| New | +$347K | 0.06% | 223 |
|
|
2020
Q2 | – | Sell |
-56,388
| Closed | -$1.38M | – | 293 |
|
|
2020
Q1 | $1.38M | Buy |
+56,388
| New | +$1.38M | 0.29% | 85 |
|