Spire Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $14.8K | Hold |
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|
2024
Q3 | $16K | Hold |
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|
2024
Q2 | $14.9K | Hold |
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|
2024
Q1 | $14.3K | Hold |
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|
2023
Q4 | $13.4K | Hold |
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|
2023
Q3 | $12.9K | Hold |
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|
2023
Q2 | $13.6K | Hold |
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|
2023
Q1 | $13.5K | Sell |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $60K | Sell |
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|
2021
Q4 | $69K | Sell |
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $74K | Buy |
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