Sowell Financial Services’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
Q2 | – | Sell |
-46,852
| Closed | -$1.38M | – | 575 |
|
|
2024
Q1 | $1.38M | Sell |
46,852
-1,182
| -2% | -$34.8K | 0.07% | 295 |
|
|
2023
Q4 | $1.39M | Sell |
48,034
-3,382
| -7% | -$97.7K | 0.08% | 276 |
|
|
2023
Q3 | $1.37M | Sell |
51,416
-717
| -1% | -$19.1K | 0.09% | 254 |
|
|
2023
Q2 | $1.46M | Buy |
+52,133
| New | +$1.46M | 0.08% | 280 |
|
|
2023
Q1 | – | Sell |
-32,885
| Closed | -$877K | – | 849 |
|
|
2022
Q4 | $877K | Buy |
+32,885
| New | +$877K | 0.06% | 334 |
|
|
2021
Q3 | – | Sell |
-12,260
| Closed | -$516K | – | 563 |
|
|
2021
Q2 | $516K | Sell |
12,260
-11,420
| -48% | -$481K | 0.03% | 413 |
|
|
2021
Q1 | $976K | Sell |
23,680
-20,109
| -46% | -$829K | 0.03% | 422 |
|
|
2020
Q4 | $1.74M | Buy |
43,789
+24,204
| +124% | +$960K | 0.07% | 230 |
|
|
2020
Q3 | $659K | Sell |
19,585
-2,431
| -11% | -$81.8K | 0.03% | 393 |
|
|
2020
Q2 | $658K | Buy |
+22,016
| New | +$658K | 0.04% | 377 |
|