Evoke Wealth’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 | $564K | Hold |
10,365
| – | – | 0.01% | 315 |
|
2025
Q1 | $526K | Hold |
10,365
| – | – | 0.01% | 267 |
|
2024
Q4 | $527K | Buy |
10,365
+1,000
| +11% | +$50.8K | 0.01% | 258 |
|
2024
Q3 | $527K | Buy |
+9,365
| New | +$527K | 0.01% | 244 |
|
2024
Q2 | – | Sell |
-9,365
| Closed | -$472K | – | 232 |
|
2024
Q1 | $472K | Buy |
9,365
+4,865
| +108% | +$245K | 0.01% | 256 |
|
2023
Q4 | $222K | Sell |
4,500
-4,365
| -49% | -$215K | 0.36% | 70 |
|
2023
Q3 | $401K | Hold |
8,865
| – | – | 0.01% | 257 |
|
2023
Q2 | $399K | Buy |
8,865
+299
| +3% | +$13.5K | 0.01% | 245 |
|
2023
Q1 | $352K | Buy |
8,566
+1,110
| +15% | +$45.6K | 0.01% | 253 |
|
2022
Q4 | $315K | Buy |
7,456
+1,201
| +19% | +$50.8K | 0.01% | 275 |
|
2022
Q3 | $264K | Hold |
6,255
| – | – | 0.01% | 278 |
|
2022
Q2 | $257K | Buy |
6,255
+2,865
| +85% | +$118K | 0.01% | 284 |
|
2022
Q1 | $156K | Hold |
3,390
| – | – | 0.01% | 384 |
|
2021
Q4 | $160K | Hold |
3,390
| – | – | 0.01% | 391 |
|
2021
Q3 | $174K | Sell |
3,390
-75
| -2% | -$3.85K | 0.01% | 359 |
|
2021
Q2 | $162K | Hold |
3,465
| – | – | 0.01% | 385 |
|
2021
Q1 | $155K | Hold |
3,465
| – | – | 0.01% | 337 |
|
2020
Q4 | $147K | Sell |
3,465
-180
| -5% | -$7.64K | 0.01% | 262 |
|
2020
Q3 | $127K | Sell |
3,645
-260
| -7% | -$9.06K | 0.01% | 256 |
|
2020
Q2 | $121K | Hold |
3,905
| – | – | 0.01% | 248 |
|
2020
Q1 | $100K | Buy |
+3,905
| New | +$100K | 0.01% | 259 |
|
2019
Q4 | – | Sell |
-3,905
| Closed | -$143K | – | 1336 |
|
2019
Q3 | $143K | Buy |
+3,905
| New | +$143K | 0.02% | 310 |
|