Cyndeo Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,035
| Closed | -$405K | – | 405 |
|
|
2024
Q1 | $405K | Sell |
8,035
-3,430
| -30% | -$173K | 0.03% | 282 |
|
|
2023
Q4 | $565K | Sell |
11,465
-47,011
| -80% | -$2.32M | 0.05% | 235 |
|
|
2023
Q3 | $2.64M | Sell |
58,476
-245
| -0.4% | -$11.1K | 0.28% | 104 |
|
|
2023
Q2 | $2.64M | Buy |
58,721
+4,311
| +8% | +$194K | 0.28% | 102 |
|
|
2023
Q1 | $2.24M | Buy |
54,410
+4,749
| +10% | +$195K | 0.24% | 117 |
|
|
2022
Q4 | $2.1M | Buy |
+49,661
| New | +$2.1M | 0.25% | 124 |
|