Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,200
| Closed | -$83K | – | 444 |
|
|
2019
Q2 | $83K | Hold |
15,200
| – | – | 0.02% | 461 |
|
|
2019
Q1 | $82K | Hold |
15,200
| – | – | 0.02% | 437 |
|
|
2018
Q4 | $72K | Buy |
+15,200
| New | +$72K | 0.03% | 260 |
|
|
2018
Q1 | – | Sell |
-17,770
| Closed | -$113K | – | 316 |
|
|
2017
Q4 | $113K | Buy |
+17,770
| New | +$113K | 0.03% | 374 |
|
|
2017
Q3 | – | Sell |
-19,981
| Closed | -$122K | – | 307 |
|
|
2017
Q2 | $122K | Buy |
+19,981
| New | +$122K | 0.03% | 396 |
|