Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
51,882
-2,383
| -4% | -$113K | 0.28% | 91 |
|
|
2025
Q1 | $2.37M | Sell |
54,265
-4,184
| -7% | -$183K | 0.32% | 77 |
|
|
2024
Q4 | $2.65M | Buy |
+58,449
| New | +$2.65M | 0.35% | 65 |
|
|
2022
Q3 | – | Sell |
-67
| Closed | -$2K | – | 858 |
|
|
2022
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 1839 |
|
|
2021
Q4 | $2K | Sell |
67
-200
| -75% | -$5.97K | ﹤0.01% | 1930 |
|
|
2021
Q3 | $10K | Hold |
267
| – | – | ﹤0.01% | 1470 |
|
|
2021
Q2 | $9K | Hold |
267
| – | – | ﹤0.01% | 1471 |
|
|
2021
Q1 | $8K | Hold |
267
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q4 | $8K | Buy |
267
+200
| +299% | +$5.99K | ﹤0.01% | 1288 |
|
|
2020
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 1444 |
|
|
2020
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 1421 |
|
|
2019
Q4 | $2K | Hold |
67
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 1077 |
|
|
2019
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 998 |
|
|
2018
Q4 | $2K | Hold |
67
| – | – | ﹤0.01% | 822 |
|
|
2018
Q3 | $2K | Buy |
67
+39
| +139% | +$1.16K | ﹤0.01% | 846 |
|
|
2018
Q2 | $2K | Sell |
28
-40
| -59% | -$2.86K | ﹤0.01% | 537 |
|
|
2018
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 863 |
|