Steward Partners Investment Advisory’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 | $119K | Buy |
2,193
+909
| +71% | +$49.4K | ﹤0.01% | 2010 |
|
|
2025
Q1 | $65.2K | Buy |
1,284
+16
| +1% | +$813 | ﹤0.01% | 2243 |
|
|
2024
Q4 | $64.5K | Sell |
1,268
-520
| -29% | -$26.4K | ﹤0.01% | 2203 |
|
|
2024
Q3 | $101K | Buy |
1,788
+46
| +3% | +$2.59K | ﹤0.01% | 1870 |
|
|
2024
Q2 | $93.5K | Buy |
1,742
+521
| +43% | +$28K | ﹤0.01% | 1815 |
|
|
2024
Q1 | $61.6K | Buy |
1,221
+610
| +100% | +$30.8K | ﹤0.01% | 2000 |
|
|
2023
Q4 | $30.1K | Buy |
611
+1
| +0.2% | +$49 | ﹤0.01% | 2202 |
|
|
2023
Q3 | $27.6K | Buy |
+610
| New | +$27.6K | ﹤0.01% | 2163 |
|
|
2022
Q1 | – | Sell |
-8,692
| Closed | -$411K | – | 3327 |
|
|
2021
Q4 | $411K | Buy |
+8,692
| New | +$411K | 0.01% | 1015 |
|