JSMC
IFN
Jess S. Morgan & Co’s India Fund IFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-147,070
| Closed | -$3.1M | – | 44 |
|
|
2021
Q4 | $3.1M | Sell |
147,070
-30,474
| -17% | -$643K | 1.91% | 30 |
|
|
2021
Q3 | $4.1M | Buy |
177,544
+9,050
| +5% | +$209K | 2.7% | 25 |
|
|
2021
Q2 | $3.7M | Buy |
168,494
+2,225
| +1% | +$48.9K | 2.43% | 32 |
|
|
2021
Q1 | $3.57M | Buy |
166,269
+6,075
| +4% | +$130K | 2.5% | 24 |
|
|
2020
Q4 | $3.2M | Sell |
160,194
-652
| -0.4% | -$13K | 2.55% | 29 |
|
|
2020
Q3 | $2.65M | Buy |
160,846
+15,945
| +11% | +$263K | 2.65% | 23 |
|
|
2020
Q2 | $2.24M | Buy |
+144,901
| New | +$2.24M | 2.44% | 28 |
|
|
2020
Q1 | – | Sell |
-148,186
| Closed | -$2.98M | – | 41 |
|
|
2019
Q4 | $2.98M | Buy |
+148,186
| New | +$2.98M | 2.93% | 13 |
|