Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,927
| Closed | -$72K | – | 443 |
|
|
2021
Q3 | $72K | Buy |
1,927
+1,240
| +180% | +$46.3K | 0.03% | 349 |
|
|
2021
Q2 | $23K | Hold |
687
| – | – | 0.01% | 478 |
|
|
2021
Q1 | $20K | Hold |
687
| – | – | 0.01% | 459 |
|
|
2020
Q4 | $20K | Hold |
687
| – | – | 0.01% | 456 |
|
|
2020
Q3 | $16K | Hold |
687
| – | – | 0.01% | 435 |
|
|
2020
Q2 | $14K | Hold |
687
| – | – | 0.01% | 434 |
|
|
2020
Q1 | $11K | Hold |
687
| – | – | 0.01% | 447 |
|
|
2019
Q4 | $17K | Hold |
687
| – | – | 0.01% | 435 |
|
|
2019
Q3 | $16K | Hold |
687
| – | – | 0.02% | 425 |
|
|
2019
Q2 | $18K | Hold |
687
| – | – | 0.02% | 426 |
|
|
2019
Q1 | $18K | Buy |
687
+1
| +0.1% | +$26 | 0.01% | 358 |
|
|
2018
Q4 | $17K | Buy |
+686
| New | +$17K | 0.01% | 354 |
|