Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-823
| Closed | -$20K | – | 687 |
|
|
2018
Q4 | $20K | Hold |
823
| – | – | 0.01% | 291 |
|
|
2018
Q3 | $20K | Buy |
+823
| New | +$20K | 0.01% | 325 |
|
|
2018
Q2 | – | Sell |
-1,632
| Closed | -$42K | – | 583 |
|
|
2018
Q1 | $42K | Hold |
1,632
| – | – | 0.01% | 230 |
|
|
2017
Q4 | $45K | Hold |
1,632
| – | – | 0.01% | 221 |
|
|
2017
Q3 | $41K | Buy |
1,632
+382
| +31% | +$9.6K | 0.01% | 242 |
|
|
2017
Q2 | $31K | Hold |
1,250
| – | – | 0.01% | 255 |
|
|
2017
Q1 | $30K | Hold |
1,250
| – | – | 0.02% | 119 |
|
|
2016
Q4 | $25K | Hold |
1,250
| – | – | 0.02% | 136 |
|
|
2016
Q3 | $27K | Hold |
1,250
| – | – | 0.02% | 130 |
|
|
2016
Q2 | $25K | Hold |
1,250
| – | – | 0.02% | 135 |
|
|
2016
Q1 | $24K | Hold |
1,250
| – | – | 0.02% | 138 |
|
|
2015
Q4 | $25K | Buy |
+1,250
| New | +$25K | 0.02% | 139 |
|