SPAS
Spectrum Planning & Advisory Services’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
Q2 | – | Sell |
-69,517
| Closed | -$2.27M | – | 48 |
|
|
2022
Q1 | $2.27M | Buy |
69,517
+16,345
| +31% | +$534K | 2.08% | 13 |
|
|
2021
Q4 | $1.96M | Sell |
53,172
-14,952
| -22% | -$551K | 1.78% | 16 |
|
|
2021
Q3 | $2.54M | Sell |
68,124
-20,198
| -23% | -$754K | 2.49% | 14 |
|
|
2021
Q2 | $3.72M | Buy |
88,322
+4,632
| +6% | +$195K | 3.57% | 10 |
|
|
2021
Q1 | $3.41M | Sell |
83,690
-5,232
| -6% | -$213K | 3.5% | 10 |
|
|
2020
Q4 | $3.53M | Buy |
+88,922
| New | +$3.53M | 3.79% | 10 |
|