Personal CFO Solutions’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
Q1 | – | Sell |
-9,666
| Closed | -$438K | – | 461 |
|
|
2024
Q4 | $438K | Hold |
9,666
| – | – | 0.09% | 227 |
|
|
2024
Q3 | $488K | Sell |
9,666
-125
| -1% | -$6.31K | 0.07% | 266 |
|
|
2024
Q2 | $473K | Sell |
9,791
-241
| -2% | -$11.6K | 0.07% | 254 |
|
|
2024
Q1 | $437K | Buy |
10,032
+3,071
| +44% | +$134K | 0.07% | 288 |
|
|
2023
Q4 | $285K | Buy |
+6,961
| New | +$285K | 0.05% | 387 |
|