Cassaday & Co 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
2025
Q2
$276K Buy
16,706
+418
+3% +$6.91K 0.01% 285
2025
Q1
$257K Buy
+16,288
New +$257K 0.01% 281
2024
Q4
Sell
-15,409
Closed -$293K 329
2024
Q3
$293K Buy
15,409
+774
+5% +$14.7K 0.01% 242
2024
Q2
$261K Buy
+14,635
New +$261K 0.01% 248