Integrated Wealth Management’s Templeton Dragon Fund TDF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-71
| Closed | -$1K | – | 914 |
|
2016
Q3 | $1K | Hold |
71
| – | – | ﹤0.01% | 1183 |
|
2016
Q2 | $1K | Sell |
71
-1,602
| -96% | -$22.6K | ﹤0.01% | 1208 |
|
2016
Q1 | $29K | Buy |
1,673
+1,602
| +2,256% | +$27.8K | 0.01% | 478 |
|
2015
Q4 | $1K | Hold |
71
| – | – | ﹤0.01% | 1225 |
|
2015
Q3 | $1K | Hold |
71
| – | – | ﹤0.01% | 1237 |
|
2015
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 1157 |
|
2015
Q1 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 1216 |
|