Stelac Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,450
| Closed | -$330K | – | 156 |
|
2022
Q3 | $330K | Hold |
10,450
| – | – | 0.15% | 112 |
|
2022
Q2 | $446K | Sell |
10,450
-250
| -2% | -$10.7K | 0.18% | 93 |
|
2022
Q1 | $429K | Buy |
10,700
+4,125
| +63% | +$165K | 0.15% | 61 |
|
2021
Q4 | $328K | Hold |
6,575
| – | – | 0.09% | 124 |
|
2021
Q3 | $351K | Hold |
6,575
| – | – | 0.09% | 151 |
|
2021
Q2 | $443K | Buy |
+6,575
| New | +$443K | 0.1% | 135 |
|