Institute for 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 |
-8,101
| Closed | -$208K | – | 430 |
|
2020
Q1 | $208K | Sell |
8,101
-535
| -6% | -$13.7K | 0.06% | 357 |
|
2019
Q4 | $334K | Sell |
8,636
-1,106
| -11% | -$42.8K | 0.08% | 321 |
|
2019
Q3 | $358K | Sell |
9,742
-3,890
| -29% | -$143K | 0.09% | 291 |
|
2019
Q2 | $523K | Sell |
13,632
-606
| -4% | -$23.3K | 0.12% | 245 |
|
2019
Q1 | $540K | Buy |
+14,238
| New | +$540K | 0.12% | 228 |
|