CWA
IFN
Clarus Wealth Advisors’s India Fund IFN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-4,379
| Closed | -$94K | – | 652 |
|
2019
Q1 | $94K | Hold |
4,379
| – | – | 0.07% | 207 |
|
2018
Q4 | $89K | Sell |
4,379
-4,426
| -50% | -$90K | 0.14% | 186 |
|
2018
Q3 | $195K | Buy |
8,805
+641
| +8% | +$14.2K | 0.13% | 128 |
|
2018
Q2 | $201K | Hold |
8,164
| – | – | 0.15% | 113 |
|
2018
Q1 | $201K | Buy |
8,164
+468
| +6% | +$11.5K | 0.19% | 113 |
|
2017
Q4 | $201K | Buy |
+7,696
| New | +$201K | 0.19% | 112 |
|