Foundations Investment 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
2024
Q4
Sell
-12,982
Closed -$655K 852
2024
Q3
$655K Sell
12,982
-7,732
-37% -$390K 0.01% 449
2024
Q2
$1M Sell
20,714
-3,392
-14% -$164K 0.02% 335
2024
Q1
$1.05M Buy
+24,106
New +$1.05M 0.03% 316