B. Riley Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,249
| Closed | -$203K | – | 540 |
|
|
2019
Q4 | $203K | Buy |
5,249
+150
| +3% | +$5.8K | 0.03% | 363 |
|
|
2019
Q3 | $187K | Buy |
+5,099
| New | +$187K | 0.03% | 348 |
|
|
2015
Q3 | – | Sell |
-550
| Closed | -$16K | – | 445 |
|
|
2015
Q2 | $16K | Hold |
550
| – | – | 0.01% | 651 |
|
|
2015
Q1 | $17K | Hold |
550
| – | – | 0.01% | 648 |
|
|
2014
Q4 | $16K | Sell |
550
-100
| -15% | -$2.91K | 0.01% | 642 |
|
|
2014
Q3 | $19K | Hold |
650
| – | – | 0.01% | 618 |
|
|
2014
Q2 | $18K | Buy |
650
+250
| +63% | +$6.92K | 0.01% | 685 |
|
|
2014
Q1 | $10K | Buy |
+400
| New | +$10K | 0.01% | 754 |
|