Meristem Family Wealth’s ICICI Bank IBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,248
| Closed | -$231K | – | 409 |
|
|
2021
Q3 | $231K | Buy |
+12,248
| New | +$231K | 0.02% | 362 |
|
|
2021
Q1 | – | Sell |
-14,210
| Closed | -$211K | – | 254 |
|
|
2020
Q4 | $211K | Hold |
14,210
| – | – | 0.04% | 207 |
|
|
2020
Q3 | $140K | Buy |
14,210
+3,338
| +31% | +$32.9K | 0.04% | 197 |
|
|
2020
Q2 | $101K | Hold |
10,872
| – | – | 0.03% | 193 |
|
|
2020
Q1 | $92K | Sell |
10,872
-1,832
| -14% | -$15.5K | 0.03% | 181 |
|
|
2019
Q4 | $192K | Hold |
12,704
| – | – | 0.05% | 195 |
|
|
2019
Q3 | $155K | Buy |
+12,704
| New | +$155K | 0.04% | 196 |
|
|
2018
Q3 | – | Sell |
-15,763
| Closed | -$127K | – | 143 |
|
|
2018
Q2 | $127K | Buy |
15,763
+5,749
| +57% | +$46.3K | 0.04% | 138 |
|
|
2018
Q1 | $89K | Buy |
+10,014
| New | +$89K | 0.03% | 128 |
|