Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,801
| Closed | -$493K | – | 159 |
|
|
2019
Q4 | $493K | Buy |
+19,801
| New | +$493K | 0.1% | 126 |
|
|
2019
Q3 | – | Sell |
-22,000
| Closed | -$5.76K | – | 180 |
|
|
2019
Q2 | $5.76K | Hold |
22,000
| – | – | 0.11% | 113 |
|
|
2019
Q1 | $579K | Buy |
+22,000
| New | +$579K | 0.11% | 119 |
|
|
2018
Q1 | – | Sell |
-28,500
| Closed | -$793K | – | 187 |
|
|
2017
Q4 | $793K | Buy |
28,500
+8,900
| +45% | +$248K | 0.19% | 92 |
|
|
2017
Q3 | $493K | Hold |
19,600
| – | – | 0.12% | 108 |
|
|
2017
Q2 | $480K | Hold |
19,600
| – | – | 0.13% | 82 |
|
|
2017
Q1 | $473K | Buy |
+19,600
| New | +$473K | 0.12% | 92 |
|
|
2016
Q4 | – | Sell |
-19,100
| Closed | -$413K | – | 138 |
|
|
2016
Q3 | $413K | Buy |
+19,100
| New | +$413K | 0.09% | 107 |
|