Montgomery Investment Management’s India Fund IFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,900
| Closed | -$216K | – | 96 |
|
|
2018
Q2 | $216K | Hold |
8,900
| – | – | 0.09% | 89 |
|
|
2018
Q1 | $219K | Hold |
8,900
| – | – | 0.09% | 88 |
|
|
2017
Q4 | $232K | Hold |
8,900
| – | – | 0.09% | 86 |
|
|
2017
Q3 | $238K | Hold |
8,900
| – | – | 0.11% | 86 |
|
|
2017
Q2 | $240K | Hold |
8,900
| – | – | 0.11% | 83 |
|
|
2017
Q1 | $226K | Buy |
+8,900
| New | +$226K | 0.1% | 92 |
|
|
2016
Q4 | – | Sell |
-8,900
| Closed | -$221K | – | 100 |
|
|
2016
Q3 | $221K | Hold |
8,900
| – | – | 0.1% | 89 |
|
|
2016
Q2 | $216K | Hold |
8,900
| – | – | 0.1% | 91 |
|
|
2016
Q1 | $204K | Hold |
8,900
| – | – | 0.12% | 78 |
|
|
2015
Q4 | $202K | Hold |
8,900
| – | – | 0.11% | 78 |
|
|
2015
Q3 | $217K | Buy |
+8,900
| New | +$217K | 0.13% | 70 |
|