Clear Perspective 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-4,000
| Closed | -$101K | – | 228 |
|
2018
Q2 | $101K | Hold |
4,000
| – | – | 0.07% | 188 |
|
2018
Q1 | $105K | Hold |
4,000
| – | – | 0.08% | 186 |
|
2017
Q4 | $111K | Hold |
4,000
| – | – | 0.08% | 178 |
|
2017
Q3 | $101K | Hold |
4,000
| – | – | 0.08% | 181 |
|
2017
Q2 | $98K | Hold |
4,000
| – | – | 0.08% | 169 |
|
2017
Q1 | $97K | Hold |
4,000
| – | – | 0.06% | 164 |
|
2016
Q4 | $81K | Buy |
+4,000
| New | +$81K | 0.05% | 171 |
|