Wealthspire Advisors (Maryland)’s Templeton Dragon Fund TDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$20K | – | 1888 |
|
|
2019
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1283 |
|
|
2018
Q4 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 1279 |
|
|
2018
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q2 | $21K | Sell |
1,000
-300
| -23% | -$6.3K | ﹤0.01% | 1301 |
|
|
2018
Q1 | $29K | Buy |
1,300
+1,000
| +333% | +$22.3K | ﹤0.01% | 1179 |
|
|
2017
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 1793 |
|
|
2017
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 1752 |
|
|
2017
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 1723 |
|
|
2017
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 1494 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 1394 |
|
|
2016
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 1402 |
|
|
2016
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1351 |
|
|
2016
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 1352 |
|
|
2015
Q4 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 1365 |
|