IFP Advisors’s India Fund IFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-86
| Closed | -$1.43K | – | 3426 |
|
|
2023
Q2 | $1.43K | Hold |
86
| – | – | ﹤0.01% | 2978 |
|
|
2023
Q1 | $2.13K | Sell |
86
-3,914
| -98% | -$97K | ﹤0.01% | 2876 |
|
|
2022
Q4 | $99K | Hold |
4,000
| – | – | ﹤0.01% | 1742 |
|
|
2022
Q3 | $99K | Buy |
+4,000
| New | +$99K | ﹤0.01% | 1866 |
|
|
2019
Q1 | – | Sell |
-2,618
| Closed | -$53K | – | 2829 |
|
|
2018
Q4 | $53K | Buy |
2,618
+251
| +11% | +$5.08K | ﹤0.01% | 1569 |
|
|
2018
Q3 | $52K | Buy |
2,367
+1,179
| +99% | +$25.9K | ﹤0.01% | 1865 |
|
|
2018
Q2 | $29K | Buy |
1,188
+100
| +9% | +$2.44K | ﹤0.01% | 2222 |
|
|
2018
Q1 | $28K | Hold |
1,088
| – | – | ﹤0.01% | 2178 |
|
|
2017
Q4 | $28K | Buy |
1,088
+10
| +0.9% | +$257 | ﹤0.01% | 2175 |
|
|
2017
Q3 | $29K | Buy |
1,078
+15
| +1% | +$404 | ﹤0.01% | 2334 |
|
|
2017
Q2 | $29K | Buy |
1,063
+425
| +67% | +$11.6K | ﹤0.01% | 2320 |
|
|
2017
Q1 | $16K | Hold |
638
| – | – | ﹤0.01% | 2616 |
|
|
2016
Q4 | $14K | Sell |
638
-5,599
| -90% | -$123K | ﹤0.01% | 2679 |
|
|
2016
Q3 | $155K | Buy |
6,237
+3,265
| +110% | +$81.1K | 0.01% | 1129 |
|
|
2016
Q2 | $72K | Buy |
+2,972
| New | +$72K | ﹤0.01% | 1535 |
|
|
2016
Q1 | – | Sell |
-10,876
| Closed | -$247K | – | 2863 |
|
|
2015
Q4 | $247K | Buy |
+10,876
| New | +$247K | 0.02% | 747 |
|