Squar Milner Financial Services’s WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund CXSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,774
| Closed | -$565K | – | 46 |
|
|
2020
Q2 | $565K | Hold |
11,774
| – | – | 0.32% | 86 |
|
|
2020
Q1 | $449K | Sell |
11,774
-1,254
| -10% | -$47.8K | 0.27% | 76 |
|
|
2019
Q4 | $541K | Buy |
13,028
+1,776
| +16% | +$73.8K | 0.27% | 80 |
|
|
2019
Q3 | $632K | Sell |
11,252
-1,690
| -13% | -$94.9K | 0.32% | 83 |
|
|
2019
Q2 | $479K | Buy |
12,942
+314
| +2% | +$11.6K | 0.32% | 70 |
|
|
2019
Q1 | $492K | Buy |
12,628
+200
| +2% | +$7.79K | 0.36% | 58 |
|
|
2018
Q4 | $378K | Buy |
12,428
+60
| +0.5% | +$1.83K | 0.36% | 67 |
|
|
2018
Q3 | $443K | Buy |
12,368
+3,282
| +36% | +$118K | 0.4% | 58 |
|
|
2018
Q2 | $371K | Buy |
9,086
+2,796
| +44% | +$114K | 0.33% | 77 |
|
|
2018
Q1 | $277K | Buy |
+6,290
| New | +$277K | 0.35% | 105 |
|