Concord Wealth Partners Wisdomtree Tr Emerging Mkts Ex Transaction History

Concord Wealth Partners

$548 Million
Q1 2024

A detailed history of Concord Wealth Partners transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Concord Wealth Partners holds 269 shares of XSOE stock, worth $8,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

269

Previous 366 26.5%

Holding current value

$8,392

Previous $10,000 30.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$27.04 - $29.77 $2,622 - $2,887	-97 Reduced 26.5%	269 $7,000
Q2 2023 Aug 07, 2023	BUY	$26.67 - $29.16 $6,400 - $6,998	240 Added 190.48%	366 $10,000
Q1 2023 Apr 26, 2023	SELL	$26.2 - $30.06 $35,501 - $40,731	-1,355 Reduced 91.49%	126 $3,000
Q4 2022 Jan 27, 2023	BUY	$24.26 - $27.77 $35,929 - $41,127	1,481 New	1,481 $39,000
Q2 2022 Aug 04, 2022	SELL	N/A	-267,557 Reduced 95.19%	13,517 $388,000

Q1 2022 Apr 20, 2022	BUY	N/A	11,124 Added 4.12%	281,074 $9.18 Million
Q4 2021 Jan 21, 2022	BUY	N/A	76,329 Added 39.42%	269,950 $9.95 Million
Q3 2021 Nov 09, 2021	SELL	N/A	-63,214 Reduced 24.61%	193,621 $7.23 Million
Q2 2021 Jul 29, 2021	BUY	N/A	71,240 Added 38.38%	256,835 $10.8 Million
Q1 2021 May 13, 2021	BUY	N/A	183,563 Added 9033.61%	185,595 $7.55 Million
Q4 2020 Feb 16, 2021	BUY	N/A	2,032 New	2,032 $81,000

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

44.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

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Concord Wealth Partners Wisdomtree Tr Emerging Mkts Ex Transaction History