WFA
TDF
Websterrogers Financial Advisors’s Templeton Dragon Fund TDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-142,500
| Closed | -$2.42M | – | 82 |
|
|
2021
Q4 | $2.42M | Hold |
142,500
| – | – | 0.55% | 26 |
|
|
2021
Q3 | $2.56M | Hold |
142,500
| – | – | 0.59% | 24 |
|
|
2021
Q2 | $3.22M | Buy |
142,500
+2,500
| +2% | +$56.5K | 0.77% | 20 |
|
|
2021
Q1 | $3.3M | Buy |
140,000
+5,700
| +4% | +$134K | 0.89% | 17 |
|
|
2020
Q4 | $3.3M | Buy |
+134,300
| New | +$3.3M | 0.96% | 17 |
|