IFP Advisors’s abrdn Australia Equity Fund IAF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-5,214
| Closed | -$32K | – | 3884 |
|
2017
Q3 | $32K | Buy |
5,214
+114
| +2% | +$700 | ﹤0.01% | 2268 |
|
2017
Q2 | $31K | Buy |
5,100
+417
| +9% | +$2.54K | ﹤0.01% | 2273 |
|
2017
Q1 | $28K | Buy |
4,683
+226
| +5% | +$1.35K | ﹤0.01% | 2260 |
|
2016
Q4 | $24K | Hold |
4,457
| – | – | ﹤0.01% | 2312 |
|
2016
Q3 | $26K | Buy |
4,457
+109
| +3% | +$636 | ﹤0.01% | 2222 |
|
2016
Q2 | $25K | Buy |
+4,348
| New | +$25K | ﹤0.01% | 2186 |
|
2016
Q1 | – | Sell |
-4,077
| Closed | -$22K | – | 2847 |
|
2015
Q4 | $22K | Buy |
+4,077
| New | +$22K | ﹤0.01% | 2094 |
|