Spire Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,600
| Closed | -$81.2K | – | 2470 |
|
2025
Q1 | $81.2K | Sell |
1,600
-575
| -26% | -$29.2K | ﹤0.01% | 1116 |
|
2024
Q4 | $111K | Sell |
2,175
-250
| -10% | -$12.7K | ﹤0.01% | 1000 |
|
2024
Q3 | $137K | Buy |
2,425
+725
| +43% | +$40.8K | ﹤0.01% | 830 |
|
2024
Q2 | $91.2K | Hold |
1,700
| – | – | ﹤0.01% | 921 |
|
2024
Q1 | $85.7K | Buy |
1,700
+100
| +6% | +$5.04K | ﹤0.01% | 1038 |
|
2023
Q4 | $79K | Buy |
1,600
+750
| +88% | +$37K | ﹤0.01% | 1062 |
|
2023
Q3 | $38.4K | Sell |
850
-1,000
| -54% | -$45.2K | ﹤0.01% | 1264 |
|
2023
Q2 | $83.3K | Buy |
1,850
+1,000
| +118% | +$45K | ﹤0.01% | 1025 |
|
2023
Q1 | $34.9K | Buy |
+850
| New | +$34.9K | ﹤0.01% | 1367 |
|
2022
Q3 | – | Sell |
-850
| Closed | -$35K | – | 2382 |
|
2022
Q2 | $35K | Hold |
850
| – | – | ﹤0.01% | 1443 |
|
2022
Q1 | $39K | Hold |
850
| – | – | ﹤0.01% | 1542 |
|
2021
Q4 | $40K | Hold |
850
| – | – | ﹤0.01% | 1822 |
|
2021
Q3 | $44K | Hold |
850
| – | – | ﹤0.01% | 1524 |
|
2021
Q2 | $40K | Hold |
850
| – | – | ﹤0.01% | 1577 |
|
2021
Q1 | $38K | Buy |
+850
| New | +$38K | ﹤0.01% | 1866 |
|