SeaCrest 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,386
| Closed | -$221K | – | 667 |
|
2024
Q3 | $221K | Hold |
4,386
| – | – | 0.02% | 585 |
|
2024
Q2 | $212K | Buy |
+4,386
| New | +$212K | 0.02% | 566 |
|
2022
Q3 | – | Sell |
-1,170
| Closed | -$35K | – | 876 |
|
2022
Q2 | $35K | Buy |
+1,170
| New | +$35K | ﹤0.01% | 1266 |
|
2019
Q2 | – | Sell |
-1,648
| Closed | -$43K | – | 900 |
|
2019
Q1 | $43K | Hold |
1,648
| – | – | 0.01% | 993 |
|
2018
Q4 | $41K | Hold |
1,648
| – | – | 0.01% | 969 |
|
2018
Q3 | $40K | Hold |
1,648
| – | – | 0.01% | 1090 |
|
2018
Q2 | $41K | Buy |
1,648
+388
| +31% | +$9.65K | 0.01% | 1058 |
|
2018
Q1 | $33K | Hold |
1,260
| – | – | 0.01% | 1127 |
|
2017
Q4 | $35K | Buy |
+1,260
| New | +$35K | 0.01% | 1110 |
|