WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.4K | Sell |
474
-534
| -53% | -$16.3K | ﹤0.01% | 537 |
|
|
2024
Q3 | $33.3K | Sell |
1,008
-21
| -2% | -$694 | 0.01% | 397 |
|
|
2024
Q2 | $31.5K | Sell |
1,029
-480
| -32% | -$14.7K | 0.01% | 383 |
|
|
2024
Q1 | $44.5K | Buy |
+1,509
| New | +$44.5K | 0.01% | 353 |
|
|
2023
Q4 | – | Sell |
-3,222
| Closed | -$85.9K | – | 883 |
|
|
2023
Q3 | $85.9K | Sell |
3,222
-302
| -9% | -$8.05K | 0.03% | 264 |
|
|
2023
Q2 | $98.5K | Sell |
3,524
-500
| -12% | -$14K | 0.04% | 243 |
|
|
2023
Q1 | $112K | Sell |
4,024
-946
| -19% | -$26.3K | 0.05% | 225 |
|
|
2022
Q4 | $133K | Sell |
4,970
-16,952
| -77% | -$452K | 0.08% | 120 |
|
|
2022
Q3 | $540K | Sell |
21,922
-5,445
| -20% | -$134K | 0.38% | 43 |
|
|
2022
Q2 | $785K | Sell |
27,367
-1,024
| -4% | -$29.4K | 0.52% | 35 |
|
|
2022
Q1 | $927K | Buy |
+28,391
| New | +$927K | 0.55% | 36 |
|