Sightline Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,303
| Closed | -$211K | – | 78 |
|
|
2023
Q4 | $211K | Sell |
7,303
-3,101
| -30% | -$89.6K | 0.16% | 65 |
|
|
2023
Q3 | $277K | Sell |
10,404
-24,136
| -70% | -$644K | 0.26% | 55 |
|
|
2023
Q2 | $962K | Buy |
+34,540
| New | +$962K | 0.96% | 23 |
|
|
2022
Q4 | – | Sell |
-44,492
| Closed | -$1.11M | – | 66 |
|
|
2022
Q3 | $1.11M | Sell |
44,492
-770
| -2% | -$19.2K | 1.3% | 14 |
|
|
2022
Q2 | $1.29M | Buy |
45,262
+963
| +2% | +$27.5K | 1.26% | 14 |
|
|
2022
Q1 | $1.45M | Buy |
44,299
+997
| +2% | +$32.6K | 1.2% | 14 |
|
|
2021
Q4 | $1.6M | Buy |
43,302
+2,145
| +5% | +$79.1K | 1.43% | 11 |
|
|
2021
Q3 | $1.54M | Buy |
41,157
+1,812
| +5% | +$67.6K | 1.28% | 13 |
|
|
2021
Q2 | $1.66M | Buy |
39,345
+1,156
| +3% | +$48.6K | 1.37% | 13 |
|
|
2021
Q1 | $1.56M | Buy |
38,189
+17,238
| +82% | +$702K | 1.44% | 13 |
|
|
2020
Q4 | $831K | Buy |
+20,951
| New | +$831K | 0.82% | 20 |
|