Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-21,600
| Closed | -$535K | – | 1369 |
|
|
2018
Q4 | $535K | Sell |
21,600
-3,675
| -15% | -$91K | 0.21% | 51 |
|
|
2018
Q3 | $609K | Buy |
25,275
+3,774
| +18% | +$90.9K | 0.26% | 45 |
|
|
2018
Q2 | $541K | Sell |
21,501
-891
| -4% | -$22.4K | 0.19% | 56 |
|
|
2018
Q1 | $587K | Buy |
22,392
+3,130
| +16% | +$82.1K | 0.22% | 50 |
|
|
2017
Q4 | $536K | Buy |
+19,262
| New | +$536K | 0.18% | 54 |
|