Kingsview 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
Q2 | – | Sell |
-58,168
| Closed | -$2.53M | – | 1055 |
|
2024
Q1 | $2.53M | Buy |
+58,168
| New | +$2.53M | 0.06% | 290 |
|
2023
Q2 | – | Sell |
-31,596
| Closed | -$997K | – | 923 |
|
2023
Q1 | $997K | Buy |
+31,596
| New | +$997K | 0.04% | 399 |
|
2022
Q1 | – | Sell |
-25,549
| Closed | -$932K | – | 882 |
|
2021
Q4 | $932K | Buy |
+25,549
| New | +$932K | 0.04% | 420 |
|