HighMark Wealth Management’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
Q3 | – | Sell |
-67
| Closed | -$3.24K | – | 603 |
|
|
2024
Q2 | $3.24K | Hold |
67
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $2.92K | Hold |
67
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $2.75K | Hold |
67
| – | – | ﹤0.01% | 438 |
|
|
2023
Q3 | $2.46K | Hold |
67
| – | – | ﹤0.01% | 431 |
|
|
2023
Q2 | $2.33K | Hold |
67
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $2.11K | Hold |
67
| – | – | ﹤0.01% | 495 |
|
|
2022
Q4 | $2.18K | Hold |
67
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $2K | Buy |
67
+4
| +6% | +$119 | ﹤0.01% | 430 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $2K | Buy |
63
+1
| +2% | +$32 | ﹤0.01% | 442 |
|
|
2021
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 446 |
|
|
2021
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 418 |
|
|
2020
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 416 |
|
|
2020
Q2 | $1K | Buy |
62
+1
| +2% | +$16 | ﹤0.01% | 406 |
|
|
2020
Q1 | $0 | Hold |
61
| – | – | ﹤0.01% | 367 |
|
|
2019
Q4 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 363 |
|