Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
24,888
+260
| +1% | +$14.1K | ﹤0.01% | 1611 |
|
|
2025
Q1 | $1.25M | Buy |
24,628
+36
| +0.1% | +$1.83K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $1.25M | Sell |
24,592
-140
| -0.6% | -$7.12K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $1.39M | Buy |
24,732
+1,929
| +8% | +$109K | ﹤0.01% | 1284 |
|
|
2024
Q2 | $1.22M | Hold |
22,803
| – | – | ﹤0.01% | 1267 |
|
|
2024
Q1 | $1.15M | Buy |
22,803
+945
| +4% | +$47.7K | ﹤0.01% | 1243 |
|
|
2023
Q4 | $1.08M | Buy |
21,858
+2,684
| +14% | +$132K | ﹤0.01% | 1190 |
|
|
2023
Q3 | $866K | Buy |
19,174
+1,300
| +7% | +$58.7K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $805K | Buy |
17,874
+377
| +2% | +$17K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $719K | Sell |
17,497
-195
| -1% | -$8.02K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $749K | Hold |
17,692
| – | – | ﹤0.01% | 1180 |
|
|
2022
Q3 | $747K | Buy |
17,692
+195
| +1% | +$8.23K | ﹤0.01% | 1093 |
|
|
2022
Q2 | $718K | Hold |
17,497
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q1 | $808K | Buy |
+17,497
| New | +$808K | ﹤0.01% | 1083 |
|
|
2019
Q3 | – | Sell |
-5,775
| Closed | -$222K | – | 1908 |
|
|
2019
Q2 | $222K | Buy |
5,775
+27
| +0.5% | +$1.04K | ﹤0.01% | 1541 |
|
|
2019
Q1 | $218K | Buy |
5,748
+2
| +0% | +$76 | ﹤0.01% | 1516 |
|
|
2018
Q4 | $203K | Sell |
5,746
-818
| -12% | -$28.9K | ﹤0.01% | 1473 |
|
|
2018
Q3 | $224K | Buy |
6,564
+431
| +7% | +$14.7K | ﹤0.01% | 1589 |
|
|
2018
Q2 | $216K | Buy |
6,133
+412
| +7% | +$14.5K | ﹤0.01% | 1582 |
|
|
2018
Q1 | $202K | Sell |
5,721
-32
| -0.6% | -$1.13K | ﹤0.01% | 1598 |
|
|
2017
Q4 | $214K | Buy |
+5,753
| New | +$214K | ﹤0.01% | 1551 |
|
|
2017
Q3 | – | Sell |
-5,464
| Closed | -$184K | – | 2702 |
|
|
2017
Q2 | $184K | Buy |
5,464
+4,519
| +478% | +$152K | ﹤0.01% | 1556 |
|
|
2017
Q1 | $31K | Sell |
945
-2
| -0.2% | -$66 | ﹤0.01% | 2789 |
|
|
2016
Q4 | $26K | Buy |
947
+2
| +0.2% | +$55 | ﹤0.01% | 2861 |
|
|
2016
Q3 | $28K | Sell |
945
-510
| -35% | -$15.1K | ﹤0.01% | 2769 |
|
|
2016
Q2 | $41K | Buy |
1,455
+510
| +54% | +$14.4K | ﹤0.01% | 2270 |
|
|
2016
Q1 | $25K | Hold |
945
| – | – | ﹤0.01% | 2583 |
|
|
2015
Q4 | $26K | Hold |
945
| – | – | ﹤0.01% | 2611 |
|
|
2015
Q3 | $26K | Buy |
+945
| New | +$26K | ﹤0.01% | 2504 |
|
|
2015
Q2 | – | Sell |
-945
| Closed | -$30K | – | 1926 |
|
|
2015
Q1 | $30K | Hold |
945
| – | – | ﹤0.01% | 2384 |
|
|
2014
Q4 | $28K | Hold |
945
| – | – | ﹤0.01% | 2378 |
|
|
2014
Q3 | $28K | Buy |
945
+445
| +89% | +$13.2K | ﹤0.01% | 2279 |
|
|
2014
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 2656 |
|