Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-140
| Closed | -$3K | – | 2589 |
|
|
2020
Q1 | $3K | Hold |
140
| – | – | ﹤0.01% | 2172 |
|
|
2019
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 2183 |
|
|
2019
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 2097 |
|
|
2019
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 2111 |
|
|
2019
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 2035 |
|
|
2018
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 2046 |
|
|
2018
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 2113 |
|
|
2018
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 1975 |
|
|
2018
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 1900 |
|
|
2017
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 1815 |
|
|
2017
Q3 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 1820 |
|