Atria Wealth Solutions’s abrdn Australia Equity Fund IAF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,336
| Closed | -$45.7K | – | 1672 |
|
2025
Q1 | $45.7K | Sell |
11,336
-12,636
| -53% | -$50.9K | ﹤0.01% | 1818 |
|
2024
Q4 | $100K | Buy |
+23,972
| New | +$100K | ﹤0.01% | 1870 |
|
2024
Q3 | – | Sell |
-588,881
| Closed | -$2.55M | – | 1953 |
|
2024
Q2 | $2.55M | Buy |
588,881
+20,678
| +4% | +$89.5K | 0.03% | 553 |
|
2024
Q1 | $2.42M | Buy |
568,203
+20,996
| +4% | +$89.4K | 0.03% | 572 |
|
2023
Q4 | $2.37M | Sell |
547,207
-5,211
| -0.9% | -$22.6K | 0.03% | 548 |
|
2023
Q3 | $2.18M | Buy |
552,418
+128,758
| +30% | +$509K | 0.03% | 529 |
|
2023
Q2 | $1.83M | Buy |
423,660
+139,286
| +49% | +$600K | 0.02% | 594 |
|
2023
Q1 | $1.25M | Buy |
284,374
+170,874
| +151% | +$750K | 0.02% | 716 |
|
2022
Q4 | $504K | Buy |
+113,500
| New | +$504K | 0.01% | 1070 |
|