Bogart Wealth LLC’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.8K | Hold |
838
| – | – | ﹤0.01% | 488 |
|
2025
Q1 | $36.6K | Hold |
838
| – | – | ﹤0.01% | 469 |
|
2024
Q4 | $37.9K | Sell |
838
-2,096
| -71% | -$94.9K | ﹤0.01% | 461 |
|
2024
Q3 | $148K | Hold |
2,934
| – | – | 0.01% | 250 |
|
2024
Q2 | $142K | Buy |
2,934
+2,198
| +299% | +$106K | 0.01% | 245 |
|
2024
Q1 | $32.1K | Buy |
+736
| New | +$32.1K | ﹤0.01% | 445 |
|