Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$252K | – | 1071 |
|
|
2024
Q3 | $252K | Hold |
5,000
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $241K | Hold |
5,000
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $218K | Hold |
5,000
| – | – | 0.04% | 164 |
|
|
2023
Q4 | $205K | Hold |
5,000
| – | – | 0.04% | 158 |
|
|
2023
Q3 | $179K | Hold |
5,000
| – | – | 0.04% | 150 |
|
|
2023
Q2 | $174K | Buy |
+5,000
| New | +$174K | 0.03% | 183 |
|
|
2021
Q4 | – | Sell |
-190
| Closed | -$7K | – | 975 |
|
|
2021
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $6K | Hold |
190
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $6K | Hold |
190
| – | – | ﹤0.01% | 675 |
|
|
2020
Q4 | $6K | Buy |
+190
| New | +$6K | ﹤0.01% | 630 |
|