Sargent Bickham Lagudis’s Templeton Dragon Fund TDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,046
| Closed | -$25K | – | 997 |
|
|
2021
Q1 | $25K | Sell |
1,046
-1,299
| -55% | -$31K | ﹤0.01% | 553 |
|
|
2020
Q4 | $55K | Buy |
2,345
+1,046
| +81% | +$24.5K | 0.01% | 411 |
|
|
2020
Q3 | $28K | Hold |
1,299
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $26K | Hold |
1,299
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $22K | Hold |
1,299
| – | – | ﹤0.01% | 457 |
|
|
2019
Q4 | $25K | Hold |
1,299
| – | – | ﹤0.01% | 495 |
|
|
2019
Q3 | $23K | Buy |
+1,299
| New | +$23K | ﹤0.01% | 455 |
|