Tompkins Financial’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-400
| Closed | -$22.5K | – | 559 |
|
2024
Q3 | $22.5K | Hold |
400
| – | – | ﹤0.01% | 404 |
|
2024
Q2 | $21.5K | Hold |
400
| – | – | ﹤0.01% | 425 |
|
2024
Q1 | $20.2K | Hold |
400
| – | – | ﹤0.01% | 429 |
|
2023
Q4 | $19.7K | Hold |
400
| – | – | ﹤0.01% | 425 |
|
2023
Q3 | $18.1K | Sell |
400
-200
| -33% | -$9.04K | ﹤0.01% | 413 |
|
2023
Q2 | $27K | Hold |
600
| – | – | ﹤0.01% | 393 |
|
2023
Q1 | $24.7K | Hold |
600
| – | – | ﹤0.01% | 400 |
|
2022
Q4 | $25K | Hold |
600
| – | – | ﹤0.01% | 402 |
|
2022
Q3 | $25K | Hold |
600
| – | – | ﹤0.01% | 398 |
|
2022
Q2 | $25K | Hold |
600
| – | – | ﹤0.01% | 396 |
|
2022
Q1 | $28K | Buy |
+600
| New | +$28K | ﹤0.01% | 406 |
|
2020
Q1 | – | Sell |
-1,589
| Closed | -$61K | – | 431 |
|
2019
Q4 | $61K | Buy |
+1,589
| New | +$61K | 0.01% | 240 |
|