Carson Wealth (CWM LLC)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115K | Buy |
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|
2025
Q2 | $9K | Hold |
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|
2025
Q1 | $9K | Hold |
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|
2024
Q4 | $9K | Hold |
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|
2024
Q3 | $10K | Sell |
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|
2024
Q2 | $31K | Buy |
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|
2024
Q1 | $19K | Sell |
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|
2023
Q4 | $32K | Hold |
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|
2023
Q3 | $28K | Hold |
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|
2023
Q2 | $27K | Hold |
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|
2023
Q1 | $24K | Hold |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $26K | Buy |
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