Van Hulzen Asset Management’s India Fund IFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,832
| Closed | -$91.9K | – | 663 |
|
|
2024
Q4 | $91.9K | Buy |
+5,832
| New | +$91.9K | 0.01% | 405 |
|
|
2020
Q3 | – | Sell |
-12,700
| Closed | -$197K | – | 274 |
|
|
2020
Q2 | $197K | Sell |
12,700
-5,400
| -30% | -$83.8K | 0.03% | 246 |
|
|
2020
Q1 | $247K | Sell |
18,100
-11,100
| -38% | -$151K | 0.05% | 208 |
|
|
2019
Q4 | $588K | Buy |
29,200
+300
| +1% | +$6.04K | 0.11% | 127 |
|
|
2019
Q3 | $593K | Sell |
28,900
-400
| -1% | -$8.21K | 0.13% | 117 |
|
|
2019
Q2 | $624K | Hold |
29,300
| – | – | 0.14% | 108 |
|
|
2019
Q1 | $626K | Sell |
29,300
-1,600
| -5% | -$34.2K | 0.17% | 93 |
|
|
2018
Q4 | $625K | Sell |
30,900
-7,050
| -19% | -$143K | 0.18% | 91 |
|
|
2018
Q3 | $840K | Buy |
37,950
+635
| +2% | +$14.1K | 0.22% | 83 |
|
|
2018
Q2 | $905K | Sell |
37,315
-100
| -0.3% | -$2.43K | 0.27% | 71 |
|
|
2018
Q1 | $922K | Buy |
37,415
+2,300
| +7% | +$56.7K | 0.28% | 79 |
|
|
2017
Q4 | $917K | Buy |
35,115
+395
| +1% | +$10.3K | 0.28% | 79 |
|
|
2017
Q3 | $930K | Hold |
34,720
| – | – | 0.31% | 72 |
|
|
2017
Q2 | $936K | Buy |
34,720
+3,805
| +12% | +$103K | 0.37% | 65 |
|
|
2017
Q1 | $785K | Buy |
30,915
+2,063
| +7% | +$52.4K | 0.36% | 67 |
|
|
2016
Q4 | $617K | Sell |
28,852
-4,285
| -13% | -$91.6K | 0.29% | 76 |
|
|
2016
Q3 | $824K | Hold |
33,137
| – | – | 0.45% | 59 |
|
|
2016
Q2 | $805K | Buy |
33,137
+4,900
| +17% | +$119K | 0.46% | 63 |
|
|
2016
Q1 | $648K | Buy |
28,237
+692
| +3% | +$15.9K | 0.37% | 69 |
|
|
2015
Q4 | $626K | Sell |
27,545
-2,200
| -7% | -$50K | 0.39% | 64 |
|
|
2015
Q3 | $725K | Sell |
29,745
-800
| -3% | -$19.5K | 0.47% | 54 |
|
|
2015
Q2 | $809K | Buy |
+30,545
| New | +$809K | 0.44% | 63 |
|
|
2015
Q1 | – | Sell |
-28,545
| Closed | -$737K | – | 142 |
|
|
2014
Q4 | $737K | Buy |
28,545
+1,200
| +4% | +$31K | 0.51% | 53 |
|
|
2014
Q3 | $742K | Buy |
27,345
+600
| +2% | +$16.3K | 0.75% | 45 |
|
|
2014
Q2 | $679K | Buy |
+26,745
| New | +$679K | 0.58% | 49 |
|