TWM
TDF
Triton Wealth Management’s Templeton Dragon Fund TDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,859
| Closed | -$174K | – | 95 |
|
|
2022
Q1 | $174K | Hold |
10,859
| – | – | 0.09% | 90 |
|
|
2021
Q4 | $174K | Hold |
10,859
| – | – | 0.09% | 90 |
|
|
2021
Q3 | $201K | Buy |
10,859
+1,267
| +13% | +$23.5K | 0.1% | 105 |
|
|
2021
Q2 | $201K | Hold |
9,592
| – | – | 0.11% | 110 |
|
|
2021
Q1 | $229K | Hold |
9,592
| – | – | 0.16% | 87 |
|
|
2020
Q4 | $227K | Buy |
+9,592
| New | +$227K | 0.14% | 72 |
|