L.M. Kohn & Company’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 |
-18,334
| Closed | -$925K | – | 270 |
|
|
2024
Q3 | $925K | Buy |
18,334
+2,000
| +12% | +$101K | 0.23% | 92 |
|
|
2024
Q2 | $789K | Buy |
16,334
+2,500
| +18% | +$121K | 0.21% | 102 |
|
|
2024
Q1 | $603K | Buy |
13,834
+3,000
| +28% | +$131K | 0.17% | 129 |
|
|
2023
Q4 | $444K | Sell |
10,834
-583
| -5% | -$23.9K | 0.14% | 137 |
|
|
2023
Q3 | $420K | Buy |
+11,417
| New | +$420K | 0.15% | 131 |
|