Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-284,592.01
% of Total Estimate Gain
-5.19%

Refined Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary

As of 2025-03-31, Refined Wealth Management held - shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Refined Wealth Management now holds 0% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.

The initial trade took place in 2022Q1. And since then Refined Wealth Management has made 11 purchases of XSOE, at an average price of $32.75, for a total of 167,305.00 shares. In addition, there have been 2 sales at an average price of $31.05 for 167,305.00 shares. Based on historical transaction data and XSOE's current price of $34.54, Refined Wealth Management's estimated gain on his XSOE holdings is $-284,592.01, reflecting a -5.19% gain to date.

Refined Wealth Management XSOE ($34.54) Holding Chart

Refined Wealth Management XSOE ($34.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1