Kestra Private Wealth Services’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 |
-19,871
| Closed | -$1M | – | 1435 |
|
|
2024
Q3 | $1M | Sell |
19,871
-368
| -2% | -$18.6K | 0.02% | 616 |
|
|
2024
Q2 | $977K | Sell |
20,239
-254
| -1% | -$12.3K | 0.02% | 579 |
|
|
2024
Q1 | $893K | Sell |
20,493
-407
| -2% | -$17.7K | 0.02% | 583 |
|
|
2023
Q4 | $857K | Buy |
20,900
+81
| +0.4% | +$3.32K | 0.02% | 564 |
|
|
2023
Q3 | $765K | Buy |
+20,819
| New | +$765K | 0.02% | 533 |
|