Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-44,726
| Closed | -$1.72M | – | 282 |
|
|
2019
Q2 | $1.72M | Buy |
+44,726
| New | +$1.72M | 0.18% | 89 |
|
|
2018
Q4 | – | Sell |
-95,419
| Closed | -$3.26M | – | 217 |
|
|
2018
Q3 | $3.26M | Buy |
+95,419
| New | +$3.26M | 0.33% | 72 |
|
|
2018
Q1 | – | Sell |
-76,468
| Closed | -$2.84M | – | 217 |
|
|
2017
Q4 | $2.84M | Sell |
76,468
-12,591
| -14% | -$467K | 0.33% | 67 |
|
|
2017
Q3 | $3.04M | Sell |
89,059
-882
| -1% | -$30.1K | 0.38% | 62 |
|
|
2017
Q2 | $3.02M | Buy |
+89,941
| New | +$3.02M | 0.39% | 62 |
|
|
2014
Q4 | – | Sell |
-429,989
| Closed | -$12.8M | – | 165 |
|
|
2014
Q3 | $12.8M | Buy |
+429,989
| New | +$12.8M | 0.83% | 48 |
|