Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-12,215
| Closed | -$238K | – | 250 |
|
|
2016
Q1 | $238K | Buy |
+12,215
| New | +$238K | 0.06% | 221 |
|
|
2015
Q2 | – | Sell |
-4,327
| Closed | -$99K | – | 951 |
|
|
2015
Q1 | $99K | Sell |
4,327
-269
| -6% | -$6.16K | 0.02% | 340 |
|
|
2014
Q4 | $101K | Buy |
+4,596
| New | +$101K | 0.03% | 306 |
|
|
2014
Q2 | – | Sell |
-1,207
| Closed | -$23K | – | 914 |
|
|
2014
Q1 | $23K | Sell |
1,207
-123
| -9% | -$2.34K | 0.01% | 479 |
|
|
2013
Q4 | $23K | Sell |
1,330
-280
| -17% | -$4.84K | 0.01% | 423 |
|
|
2013
Q3 | $25K | Buy |
+1,610
| New | +$25K | 0.01% | 427 |
|