Kelly Lawrence W & Associates’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 |
-120
| Closed | -$5.79K | – | 175 |
|
|
2024
Q2 | $5.79K | Hold |
120
| – | – | ﹤0.01% | 155 |
|
|
2024
Q1 | $5.23K | Sell |
120
-100
| -45% | -$4.36K | ﹤0.01% | 155 |
|
|
2023
Q4 | $9.02K | Hold |
220
| – | – | ﹤0.01% | 144 |
|
|
2023
Q3 | $8.09K | Hold |
220
| – | – | ﹤0.01% | 143 |
|
|
2023
Q2 | $7.59K | Hold |
220
| – | – | ﹤0.01% | 138 |
|
|
2023
Q1 | $6.94K | Hold |
220
| – | – | ﹤0.01% | 143 |
|
|
2022
Q4 | $7.17K | Hold |
220
| – | – | ﹤0.01% | 141 |
|
|
2022
Q3 | $7K | Hold |
220
| – | – | ﹤0.01% | 155 |
|
|
2022
Q2 | $7K | Hold |
220
| – | – | ﹤0.01% | 156 |
|
|
2022
Q1 | $8K | Hold |
220
| – | – | ﹤0.01% | 149 |
|
|
2021
Q4 | $8K | Hold |
220
| – | – | ﹤0.01% | 155 |
|
|
2021
Q3 | $8K | Hold |
220
| – | – | ﹤0.01% | 150 |
|
|
2021
Q2 | $7K | Hold |
220
| – | – | ﹤0.01% | 151 |
|
|
2021
Q1 | $7K | Hold |
220
| – | – | ﹤0.01% | 144 |
|
|
2020
Q4 | $6K | Hold |
220
| – | – | ﹤0.01% | 92 |
|
|
2020
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 121 |
|
|
2020
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 120 |
|
|
2020
Q1 | $4K | Hold |
220
| – | – | ﹤0.01% | 119 |
|
|
2019
Q4 | $5K | Hold |
220
| – | – | ﹤0.01% | 130 |
|
|
2019
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 131 |
|
|
2019
Q2 | $6K | Sell |
220
-350
| -61% | -$9.55K | ﹤0.01% | 129 |
|
|
2019
Q1 | $15K | Hold |
570
| – | – | ﹤0.01% | 119 |
|
|
2018
Q4 | $14K | Hold |
570
| – | – | ﹤0.01% | 120 |
|
|
2018
Q3 | $14K | Hold |
570
| – | – | ﹤0.01% | 128 |
|
|
2018
Q2 | $14K | Hold |
570
| – | – | ﹤0.01% | 129 |
|
|
2018
Q1 | $15K | Hold |
570
| – | – | ﹤0.01% | 131 |
|
|
2017
Q4 | $16K | Buy |
+570
| New | +$16K | ﹤0.01% | 143 |
|