WR Wealth Planners’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
Q4 | $14.4K | Sell |
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|
2024
Q3 | $33.3K | Sell |
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|
2024
Q2 | $31.5K | Sell |
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|
2024
Q1 | $44.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $85.9K | Sell |
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|
2023
Q2 | $98.5K | Sell |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $540K | Sell |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $927K | Buy |
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