Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-450
| Closed | -$11K | – | 888 |
|
|
2019
Q4 | $11K | Hold |
450
| – | – | ﹤0.01% | 759 |
|
|
2019
Q3 | $11K | Sell |
450
-950
| -68% | -$23.2K | ﹤0.01% | 776 |
|
|
2019
Q2 | $36K | Sell |
1,400
-300
| -18% | -$7.71K | 0.01% | 571 |
|
|
2019
Q1 | $45K | Hold |
1,700
| – | – | 0.01% | 525 |
|
|
2018
Q4 | $42K | Hold |
1,700
| – | – | 0.01% | 495 |
|
|
2018
Q3 | $41K | Hold |
1,700
| – | – | 0.01% | 569 |
|
|
2018
Q2 | $43K | Hold |
1,700
| – | – | 0.01% | 562 |
|
|
2018
Q1 | $45K | Buy |
+1,700
| New | +$45K | 0.01% | 539 |
|
|
2015
Q1 | $75K | Buy |
3,280
+900
| +38% | +$20.6K | 0.02% | 423 |
|
|
2014
Q4 | $52K | Hold |
2,380
| – | – | 0.02% | 491 |
|
|
2014
Q3 | $52K | Hold |
2,380
| – | – | 0.02% | 469 |
|
|
2014
Q2 | $53K | Buy |
+2,380
| New | +$53K | 0.02% | 476 |
|