9258 Wealth Management’s India Fund IFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,351
| Closed | -$221K | – | 314 |
|
|
2020
Q3 | $221K | Buy |
13,351
+94
| +0.7% | +$1.56K | 0.08% | 257 |
|
|
2020
Q2 | $205K | Buy |
13,257
+89
| +0.7% | +$1.38K | 0.08% | 253 |
|
|
2020
Q1 | $186K | Sell |
13,168
-283
| -2% | -$4K | 0.08% | 242 |
|
|
2019
Q4 | $271K | Sell |
13,451
-3,807
| -22% | -$76.7K | 0.1% | 228 |
|
|
2019
Q3 | $354K | Buy |
17,258
+2,251
| +15% | +$46.2K | 0.28% | 118 |
|
|
2019
Q2 | $319K | Sell |
15,007
-728
| -5% | -$15.5K | 0.26% | 123 |
|
|
2019
Q1 | $336K | Sell |
15,735
-68
| -0.4% | -$1.45K | 0.29% | 111 |
|
|
2018
Q4 | $320K | Buy |
+15,803
| New | +$320K | 0.31% | 108 |
|