Carson Wealth (CWM LLC)’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 4448 |
|
|
2025
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 4363 |
|
|
2024
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 4116 |
|
|
2024
Q3 | $7K | Hold |
125
| – | – | ﹤0.01% | 3944 |
|
|
2024
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 3713 |
|
|
2024
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 3579 |
|
|
2023
Q4 | $6K | Sell |
125
-58
| -32% | -$2.78K | ﹤0.01% | 3433 |
|
|
2023
Q3 | $8K | Sell |
183
-300
| -62% | -$13.1K | ﹤0.01% | 3246 |
|
|
2023
Q2 | $22K | Buy |
483
+240
| +99% | +$10.9K | ﹤0.01% | 2574 |
|
|
2023
Q1 | $10K | Buy |
243
+60
| +33% | +$2.47K | ﹤0.01% | 2946 |
|
|
2022
Q4 | $8K | Hold |
183
| – | – | ﹤0.01% | 2933 |
|
|
2022
Q3 | $8K | Buy |
183
+58
| +46% | +$2.54K | ﹤0.01% | 2819 |
|
|
2022
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 2979 |
|
|
2022
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 2748 |
|
|
2021
Q4 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 2633 |
|
|
2021
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2021
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2020
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2020
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2020
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2020
Q1 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2019
Q4 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2019
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2019
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 2288 |
|
|
2019
Q1 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 2288 |
|