Wealthcare Advisory Partners’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
Q3 | – | Sell |
-7,147
| Closed | -$205K | – | 634 |
|
|
2022
Q2 | $205K | Sell |
7,147
-1,899
| -21% | -$54.5K | 0.01% | 527 |
|
|
2022
Q1 | $295K | Sell |
9,046
-1,613
| -15% | -$52.6K | 0.02% | 418 |
|
|
2021
Q4 | $393K | Sell |
10,659
-20,183
| -65% | -$744K | 0.02% | 372 |
|
|
2021
Q3 | $1.15M | Sell |
30,842
-18,987
| -38% | -$709K | 0.08% | 167 |
|
|
2021
Q2 | $2.1M | Buy |
49,829
+8,023
| +19% | +$337K | 0.14% | 102 |
|
|
2021
Q1 | $1.7M | Buy |
41,806
+23,481
| +128% | +$955K | 0.12% | 104 |
|
|
2020
Q4 | $727K | Buy |
+18,325
| New | +$727K | 0.06% | 188 |
|