Stratos Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-41,920
| Closed | -$1.37M | – | 565 |
|
2022
Q1 | $1.37M | Buy |
41,920
+6,636
| +19% | +$217K | 0.11% | 220 |
|
2021
Q4 | $1.3M | Sell |
35,284
-4,249
| -11% | -$157K | 0.09% | 248 |
|
2021
Q3 | $1.48M | Sell |
39,533
-23,585
| -37% | -$880K | 0.13% | 203 |
|
2021
Q2 | $2.66M | Buy |
63,118
+11,437
| +22% | +$481K | 0.23% | 115 |
|
2021
Q1 | $2.1M | Buy |
51,681
+4,043
| +8% | +$165K | 0.22% | 117 |
|
2020
Q4 | $1.89M | Buy |
47,638
+26,312
| +123% | +$1.04M | 0.26% | 93 |
|
2020
Q3 | $718K | Buy |
21,326
+6,775
| +47% | +$228K | 0.17% | 137 |
|
2020
Q2 | $435K | Buy |
+14,551
| New | +$435K | 0.13% | 156 |
|