Visionary 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 |
-47,366
| Closed | -$1.55M | – | 481 |
|
2022
Q1 | $1.55M | Buy |
47,366
+3,710
| +8% | +$121K | 0.12% | 144 |
|
2021
Q4 | $1.61M | Buy |
43,656
+2,240
| +5% | +$82.6K | 0.13% | 136 |
|
2021
Q3 | $1.55M | Buy |
41,416
+4,985
| +14% | +$186K | 0.16% | 120 |
|
2021
Q2 | $1.53M | Buy |
36,431
+12,117
| +50% | +$510K | 0.15% | 123 |
|
2021
Q1 | $989K | Buy |
24,314
+4,610
| +23% | +$188K | 0.1% | 145 |
|
2020
Q4 | $782K | Buy |
19,704
+1,461
| +8% | +$58K | 0.09% | 155 |
|
2020
Q3 | $614K | Buy |
+18,243
| New | +$614K | 0.09% | 145 |
|