RSWM
IFN
Robertson Stephens Wealth Management’s India Fund IFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
30,850
+2,500
| +9% | +$41.3K | 0.02% | 359 |
|
|
2025
Q1 | $447K | Buy |
28,350
+2,300
| +9% | +$36.3K | 0.02% | 377 |
|
|
2024
Q4 | $435K | Hold |
26,050
| – | – | 0.02% | 383 |
|
|
2024
Q3 | $495K | Hold |
26,050
| – | – | 0.02% | 415 |
|
|
2024
Q2 | $476K | Buy |
26,050
+11,850
| +83% | +$216K | 0.02% | 338 |
|
|
2024
Q1 | $291K | Hold |
14,200
| – | – | 0.02% | 426 |
|
|
2023
Q4 | $266K | Hold |
14,200
| – | – | 0.02% | 398 |
|
|
2023
Q3 | $247K | Sell |
14,200
-1,000
| -7% | -$17.4K | 0.02% | 399 |
|
|
2023
Q2 | $252K | Buy |
15,200
+3,500
| +30% | +$58.1K | 0.02% | 373 |
|
|
2023
Q1 | $177K | Buy |
+11,700
| New | +$177K | 0.01% | 426 |
|