JWM
Jacobus Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $299K | Hold |
8,765
| – | – | 0.08% | 132 |
|
|
2017
Q2 | $295K | Hold |
8,765
| – | – | 0.08% | 133 |
|
|
2017
Q1 | $283K | Hold |
8,765
| – | – | 0.08% | 133 |
|
|
2016
Q4 | $240K | Sell |
8,765
-6,570
| -43% | -$180K | 0.07% | 144 |
|
|
2016
Q3 | $457K | Buy |
15,335
+6,570
| +75% | +$196K | 0.13% | 111 |
|
|
2016
Q2 | $248K | Hold |
8,765
| – | – | 0.08% | 151 |
|
|
2016
Q1 | $236K | Hold |
8,765
| – | – | 0.07% | 187 |
|
|
2015
Q4 | $238K | Hold |
8,765
| – | – | 0.07% | 191 |
|
|
2015
Q3 | $245K | Hold |
8,765
| – | – | 0.07% | 185 |
|
|
2015
Q2 | $262K | Hold |
8,765
| – | – | 0.07% | 193 |
|
|
2015
Q1 | $275K | Hold |
8,765
| – | – | 0.07% | 183 |
|
|
2014
Q4 | $262K | Hold |
8,765
| – | – | 0.07% | 181 |
|
|
2014
Q3 | $260K | Hold |
8,765
| – | – | 0.07% | 183 |
|
|
2014
Q2 | $254K | Hold |
8,765
| – | – | 0.07% | 192 |
|
|
2014
Q1 | $225K | Hold |
8,765
| – | – | 0.05% | 207 |
|
|
2013
Q4 | $206K | Hold |
8,765
| – | – | 0.06% | 206 |
|
|
2013
Q3 | $184K | Hold |
8,765
| – | – | 0.06% | 180 |
|
|
2013
Q2 | $196K | Buy |
+8,765
| New | +$196K | 0.07% | 168 |
|