Transamerica Financial 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-2,706
| Closed | -$76K | – | 462 |
|
2017
Q4 | $76K | Buy |
+2,706
| New | +$76K | 0.01% | 228 |
|
2016
Q2 | – | Sell |
-1,200
| Closed | -$24K | – | 479 |
|
2016
Q1 | $24K | Sell |
1,200
-5,900
| -83% | -$118K | ﹤0.01% | 463 |
|
2015
Q4 | $142K | Sell |
7,100
-3,750
| -35% | -$75K | 0.01% | 324 |
|
2015
Q3 | $217K | Sell |
10,850
-225
| -2% | -$4.5K | 0.02% | 277 |
|
2015
Q2 | $240K | Hold |
11,075
| – | – | 0.02% | 312 |
|
2015
Q1 | $253K | Buy |
+11,075
| New | +$253K | 0.02% | 307 |
|