Surevest’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 |
-94,206
| Closed | -$2.35M | – | 112 |
|
2019
Q4 | $2.35M | Buy |
94,206
+4,042
| +4% | +$101K | 1% | 27 |
|
2019
Q3 | $2.15M | Buy |
90,164
+4,091
| +5% | +$97.6K | 1.06% | 26 |
|
2019
Q2 | $2.24M | Sell |
86,073
-5,696
| -6% | -$148K | 1.17% | 22 |
|
2019
Q1 | $2.42M | Buy |
91,769
+18,198
| +25% | +$479K | 1.49% | 24 |
|
2018
Q4 | $1.83M | Buy |
+73,571
| New | +$1.83M | 1.44% | 23 |
|