YHB Investment 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 |
-7,965
| Closed | -$260K | – | 303 |
|
|
2022
Q1 | $260K | Sell |
7,965
-1,772
| -18% | -$57.8K | 0.02% | 255 |
|
|
2021
Q4 | $359K | Sell |
9,737
-1,663
| -15% | -$61.3K | 0.03% | 238 |
|
|
2021
Q3 | $425K | Buy |
11,400
+1,645
| +17% | +$61.3K | 0.04% | 209 |
|
|
2021
Q2 | $410K | Buy |
9,755
+2,640
| +37% | +$111K | 0.03% | 219 |
|
|
2021
Q1 | $294K | Buy |
+7,115
| New | +$294K | 0.03% | 241 |
|