Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-287
| Closed | -$10K | – | 1697 |
|
|
2021
Q3 | $10K | Buy |
+287
| New | +$10K | ﹤0.01% | 1206 |
|
|
2018
Q2 | – | Sell |
-1,400
| Closed | -$36K | – | 1272 |
|
|
2018
Q1 | $36K | Hold |
1,400
| – | – | ﹤0.01% | 545 |
|
|
2017
Q4 | $38K | Hold |
1,400
| – | – | ﹤0.01% | 538 |
|
|
2017
Q3 | $35K | Sell |
1,400
-270
| -16% | -$6.75K | ﹤0.01% | 551 |
|
|
2017
Q2 | $40K | Hold |
1,670
| – | – | ﹤0.01% | 539 |
|
|
2017
Q1 | $40K | Hold |
1,670
| – | – | 0.01% | 519 |
|
|
2016
Q4 | $33K | Sell |
1,670
-252
| -13% | -$4.98K | ﹤0.01% | 533 |
|
|
2016
Q3 | $41K | Hold |
1,922
| – | – | 0.01% | 494 |
|
|
2016
Q2 | $38K | Buy |
1,922
+400
| +26% | +$7.91K | 0.01% | 491 |
|
|
2016
Q1 | $29K | Hold |
1,522
| – | – | 0.01% | 525 |
|
|
2015
Q4 | $30K | Buy |
1,522
+1,270
| +504% | +$25K | 0.01% | 495 |
|
|
2015
Q3 | $5K | Sell |
252
-383
| -60% | -$7.6K | ﹤0.01% | 844 |
|
|
2015
Q2 | $14K | Buy |
+635
| New | +$14K | ﹤0.01% | 633 |
|