Bedell Frazier Investment Counselling’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-273,400
| Closed | -$6.7M | – | 41 |
|
2017
Q2 | $6.7M | Buy |
273,400
+2,325
| +0.9% | +$57K | 2.45% | 20 |
|
2017
Q1 | $6.54M | Buy |
271,075
+15,565
| +6% | +$376K | 2.48% | 18 |
|
2016
Q4 | $5.16M | Buy |
255,510
+18,735
| +8% | +$378K | 2.03% | 23 |
|
2016
Q3 | $5.12M | Buy |
236,775
+9,170
| +4% | +$198K | 2.12% | 21 |
|
2016
Q2 | $4.6M | Buy |
+227,605
| New | +$4.6M | 2.27% | 21 |
|