Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $9.13M | Buy |
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|
2024
Q1 | $8.58M | Buy |
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|
2023
Q4 | $7.61M | Sell |
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|
2023
Q3 | $7.74M | Buy |
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|
2023
Q2 | $7.88M | Buy |
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|
2023
Q1 | $7.81M | Sell |
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|
2022
Q4 | $8.9M | Buy |
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|
2022
Q3 | $8.16M | Buy |
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|
2022
Q2 | $9.26M | Sell |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $6.38M | Buy |
|