Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-175
| Closed | -$5.37K | – | 3393 |
|
|
2023
Q2 | $5.37K | Hold |
175
| – | – | ﹤0.01% | 2769 |
|
|
2023
Q1 | $6.09K | Hold |
175
| – | – | ﹤0.01% | 2719 |
|
|
2022
Q4 | $6.08K | Hold |
175
| – | – | ﹤0.01% | 2699 |
|
|
2022
Q3 | $6K | Hold |
175
| – | – | ﹤0.01% | 2691 |
|
|
2022
Q2 | $7K | Sell |
175
-300
| -63% | -$12K | ﹤0.01% | 2629 |
|
|
2022
Q1 | $19K | Sell |
475
-75
| -14% | -$3K | ﹤0.01% | 2387 |
|
|
2021
Q4 | $27K | Sell |
550
-875
| -61% | -$43K | ﹤0.01% | 2189 |
|
|
2021
Q3 | $76K | Sell |
1,425
-1,870
| -57% | -$99.7K | ﹤0.01% | 1672 |
|
|
2021
Q2 | $222K | Sell |
3,295
-95
| -3% | -$6.4K | ﹤0.01% | 1459 |
|
|
2021
Q1 | $221K | Buy |
3,390
+825
| +32% | +$53.8K | ﹤0.01% | 1252 |
|
|
2020
Q4 | $169K | Buy |
+2,565
| New | +$169K | ﹤0.01% | 1138 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1052 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2479 |
|
|
2018
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2331 |
|