Leonard Rickey Investment Advisors’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
Q3 | – | Sell |
-10,353
| Closed | -$270K | – | 81 |
|
|
2019
Q2 | $270K | Sell |
10,353
-2,884
| -22% | -$75.2K | 0.18% | 55 |
|
|
2019
Q1 | $349K | Buy |
13,237
+41
| +0.3% | +$1.08K | 0.25% | 45 |
|
|
2018
Q4 | $327K | Sell |
13,196
-1,123
| -8% | -$27.8K | 0.27% | 39 |
|
|
2018
Q3 | $345K | Buy |
14,319
+33
| +0.2% | +$795 | 0.25% | 42 |
|
|
2018
Q2 | $360K | Sell |
14,286
-206
| -1% | -$5.19K | 0.27% | 43 |
|
|
2018
Q1 | $380K | Sell |
14,492
-962
| -6% | -$25.2K | 0.3% | 40 |
|
|
2017
Q4 | $430K | Buy |
+15,454
| New | +$430K | 0.33% | 34 |
|