J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $330K | Buy |
8,981
+33
| +0.4% | +$1.21K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $311K | Hold |
8,948
| – | – | ﹤0.01% | 1227 |
|
|
2023
Q1 | $282K | Hold |
8,948
| – | – | ﹤0.01% | 1700 |
|
|
2022
Q4 | $292K | Hold |
8,948
| – | – | ﹤0.01% | 1671 |
|
|
2022
Q3 | $273K | Sell |
8,948
-893
| -9% | -$27.2K | ﹤0.01% | 1689 |
|
|
2022
Q2 | $292K | Buy |
9,841
+340
| +4% | +$10.1K | ﹤0.01% | 1661 |
|
|
2022
Q1 | $342K | Buy |
9,501
+2,498
| +36% | +$89.9K | ﹤0.01% | 1698 |
|
|
2021
Q4 | $255K | Buy |
7,003
+125
| +2% | +$4.55K | ﹤0.01% | 1810 |
|
|
2021
Q3 | $257K | Hold |
6,878
| – | – | ﹤0.01% | 1757 |
|
|
2021
Q2 | $233K | Buy |
6,878
+400
| +6% | +$13.6K | ﹤0.01% | 1783 |
|
|
2021
Q1 | $204K | Sell |
6,478
-43,845
| -87% | -$1.38M | ﹤0.01% | 1682 |
|
|
2020
Q4 | $1.47M | Hold |
50,323
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $1.19M | Hold |
50,323
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $1.01M | Sell |
50,323
-556
| -1% | -$11.1K | ﹤0.01% | 811 |
|
|
2020
Q1 | $824K | Sell |
50,879
-8,444
| -14% | -$137K | ﹤0.01% | 772 |
|
|
2019
Q4 | $1.48M | Buy |
59,323
+1,000
| +2% | +$24.9K | 0.01% | 675 |
|
|
2019
Q3 | $1.39M | Hold |
58,323
| – | – | 0.01% | 665 |
|
|
2019
Q2 | $1.52M | Hold |
58,323
| – | – | 0.01% | 644 |
|
|
2019
Q1 | $1.54M | Hold |
58,323
| – | – | 0.01% | 674 |
|
|
2018
Q4 | $1.45M | Hold |
58,323
| – | – | 0.01% | 640 |
|
|
2018
Q3 | $1.41M | Buy |
+58,323
| New | +$1.41M | 0.01% | 711 |
|
|
2013
Q4 | – | Sell |
-71,102
| Closed | -$1.09M | – | 670 |
|
|
2013
Q3 | $1.09M | Sell |
71,102
-1,547
| -2% | -$23.7K | 0.02% | 317 |
|
|
2013
Q2 | $1.18M | Buy |
+72,649
| New | +$1.18M | 0.03% | 298 |
|