Creative Planning’s Vedanta Limited American Depostary Shares (Each representing four equity shares) VEDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-69,531
| Closed | -$874K | – | 2483 |
|
|
2021
Q1 | $874K | Buy |
69,531
+2,335
| +3% | +$29.4K | ﹤0.01% | 1090 |
|
|
2020
Q4 | $590K | Hold |
67,196
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q3 | $497K | Hold |
67,196
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q2 | $377K | Buy |
67,196
+25,000
| +59% | +$140K | ﹤0.01% | 1171 |
|
|
2020
Q1 | $150K | Buy |
42,196
+465
| +1% | +$1.65K | ﹤0.01% | 1439 |
|
|
2019
Q4 | $360K | Buy |
41,731
+6,231
| +18% | +$53.8K | ﹤0.01% | 1288 |
|
|
2019
Q3 | $308K | Sell |
35,500
-19,939
| -36% | -$173K | ﹤0.01% | 1341 |
|
|
2019
Q2 | $564K | Buy |
55,439
+6,035
| +12% | +$61.4K | ﹤0.01% | 1011 |
|
|
2019
Q1 | $522K | Buy |
49,404
+13,904
| +39% | +$147K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $410K | Buy |
35,500
+63
| +0.2% | +$728 | ﹤0.01% | 1057 |
|
|
2018
Q3 | $454K | Buy |
35,437
+8,000
| +29% | +$102K | ﹤0.01% | 1125 |
|
|
2018
Q2 | $373K | Sell |
27,437
-1,000
| -4% | -$13.6K | ﹤0.01% | 1235 |
|
|
2018
Q1 | $500K | Buy |
28,437
+3,437
| +14% | +$60.4K | ﹤0.01% | 1077 |
|
|
2017
Q4 | $521K | Buy |
25,000
+5,000
| +25% | +$104K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $387K | Sell |
20,000
-6,000
| -23% | -$116K | ﹤0.01% | 1166 |
|
|
2017
Q2 | $404K | Buy |
26,000
+6,000
| +30% | +$93.2K | ﹤0.01% | 1120 |
|
|
2017
Q1 | $343K | Buy |
+20,000
| New | +$343K | ﹤0.01% | 1181 |
|
|
2016
Q4 | – | Sell |
-165
| Closed | -$2K | – | 4837 |
|
|
2016
Q3 | $2K | Hold |
165
| – | – | ﹤0.01% | 4187 |
|
|
2016
Q2 | $1K | Hold |
165
| – | – | ﹤0.01% | 4168 |
|
|
2016
Q1 | $1K | Buy |
+165
| New | +$1K | ﹤0.01% | 4155 |
|
|
2014
Q4 | – | Sell |
-30
| Closed | -$1K | – | 4425 |
|
|
2014
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 3820 |
|
|
2014
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3605 |
|