SWA
TDF
SOA Wealth Advisors’s Templeton Dragon Fund TDF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-107
| Closed | -$1K | – | 1008 |
|
2021
Q4 | $1K | Hold |
107
| – | – | ﹤0.01% | 850 |
|
2021
Q3 | $1K | Buy |
107
+13
| +14% | +$121 | ﹤0.01% | 871 |
|
2021
Q2 | $2K | Hold |
94
| – | – | ﹤0.01% | 786 |
|
2021
Q1 | $2K | Hold |
94
| – | – | ﹤0.01% | 727 |
|
2020
Q4 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 705 |
|