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