Steward Partners Investment Advisory’s India Fund IFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Hold |
34,917
| – | – | ﹤0.01% | 1231 |
|
|
2025
Q1 | $551K | Buy |
34,917
+3,992
| +13% | +$63K | ﹤0.01% | 1176 |
|
|
2024
Q4 | $487K | Buy |
30,925
+2,474
| +9% | +$39K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $541K | Buy |
28,451
+216
| +0.8% | +$4.11K | 0.01% | 1079 |
|
|
2024
Q2 | $504K | Buy |
28,235
+27,983
| +11,104% | +$500K | 0.01% | 1068 |
|
|
2024
Q1 | $5.16K | Sell |
252
-22,652
| -99% | -$464K | ﹤0.01% | 3039 |
|
|
2023
Q4 | $419K | Buy |
22,904
+171
| +0.8% | +$3.13K | 0.01% | 1073 |
|
|
2023
Q3 | $396K | Buy |
22,733
+534
| +2% | +$9.3K | 0.01% | 1011 |
|
|
2023
Q2 | $369K | Buy |
22,199
+21,964
| +9,346% | +$365K | 0.01% | 1053 |
|
|
2023
Q1 | $3.56K | Hold |
235
| – | – | ﹤0.01% | 2893 |
|
|
2022
Q4 | $3.48K | Hold |
235
| – | – | ﹤0.01% | 2890 |
|
|
2022
Q3 | $4K | Buy |
235
+7
| +3% | +$119 | ﹤0.01% | 2854 |
|
|
2022
Q2 | $4K | Hold |
228
| – | – | ﹤0.01% | 2835 |
|
|
2022
Q1 | $4K | Hold |
228
| – | – | ﹤0.01% | 2953 |
|
|
2021
Q4 | $5K | Hold |
228
| – | – | ﹤0.01% | 2819 |
|
|
2021
Q3 | $5K | Hold |
228
| – | – | ﹤0.01% | 2805 |
|
|
2021
Q2 | $5K | Hold |
228
| – | – | ﹤0.01% | 6535 |
|
|
2021
Q1 | $4.89K | Hold |
228
| – | – | ﹤0.01% | 3010 |
|
|
2020
Q4 | $5K | Hold |
228
| – | – | ﹤0.01% | 2514 |
|
|
2020
Q3 | $4K | Hold |
228
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q2 | $4K | Hold |
228
| – | – | ﹤0.01% | 2324 |
|
|
2020
Q1 | $3K | Hold |
228
| – | – | ﹤0.01% | 2218 |
|
|
2019
Q4 | $4K | Hold |
228
| – | – | ﹤0.01% | 2301 |
|
|
2019
Q3 | $4K | Hold |
228
| – | – | ﹤0.01% | 2298 |
|
|
2019
Q2 | $4K | Buy |
+228
| New | +$4K | ﹤0.01% | 2275 |
|
|
2018
Q4 | – | Sell |
-228
| Closed | -$5K | – | 1414 |
|
|
2018
Q3 | $5K | Hold |
228
| – | – | ﹤0.01% | 2119 |
|
|
2018
Q2 | $6K | Hold |
228
| – | – | ﹤0.01% | 1932 |
|
|
2018
Q1 | $5K | Hold |
228
| – | – | ﹤0.01% | 1787 |
|
|
2017
Q4 | $5K | Hold |
228
| – | – | ﹤0.01% | 1508 |
|
|
2017
Q3 | $6K | Hold |
228
| – | – | ﹤0.01% | 1243 |
|
|
2017
Q2 | $6K | Buy |
+228
| New | +$6K | ﹤0.01% | 1173 |
|