WESPAC Advisors SoCal’s Infosys INFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,975
| Closed | -$205K | – | 87 |
|
|
2021
Q1 | $205K | Hold |
10,975
| – | – | 0.08% | 72 |
|
|
2020
Q4 | $186K | Sell |
10,975
-1,250
| -10% | -$21.2K | 0.07% | 73 |
|
|
2020
Q3 | $186K | Sell |
12,225
-5,200
| -30% | -$79.1K | 0.09% | 71 |
|
|
2020
Q2 | $181K | Sell |
17,425
-1,485
| -8% | -$15.4K | 0.08% | 76 |
|
|
2020
Q1 | $162K | Buy |
18,910
+1,485
| +9% | +$12.7K | 0.09% | 69 |
|
|
2019
Q4 | $180K | Hold |
17,425
| – | – | 0.09% | 82 |
|
|
2019
Q3 | $198K | Buy |
+17,425
| New | +$198K | 0.1% | 81 |
|
|
2019
Q2 | – | Sell |
-20,500
| Closed | -$224K | – | 185 |
|
|
2019
Q1 | $224K | Hold |
20,500
| – | – | 0.12% | 84 |
|
|
2018
Q4 | $195K | Hold |
20,500
| – | – | 0.12% | 78 |
|
|
2018
Q3 | $208K | Hold |
20,500
| – | – | 0.1% | 87 |
|
|
2018
Q2 | $199K | Sell |
20,500
-250
| -1% | -$2.43K | 0.11% | 87 |
|
|
2018
Q1 | $185K | Sell |
20,750
-400
| -2% | -$3.57K | 0.11% | 84 |
|
|
2017
Q4 | $171K | Hold |
21,150
| – | – | 0.1% | 86 |
|
|
2017
Q3 | $154K | Sell |
21,150
-650
| -3% | -$4.73K | 0.09% | 95 |
|
|
2017
Q2 | $163K | Hold |
21,800
| – | – | 0.1% | 90 |
|
|
2017
Q1 | $172K | Buy |
21,800
+1,750
| +9% | +$13.8K | 0.11% | 89 |
|
|
2016
Q4 | $149K | Sell |
20,050
-13,300
| -40% | -$98.6K | 0.1% | 92 |
|
|
2016
Q3 | $263K | Hold |
33,350
| – | – | 0.18% | 73 |
|
|
2016
Q2 | $298K | Sell |
33,350
-750
| -2% | -$6.69K | 0.19% | 68 |
|
|
2016
Q1 | $324K | Buy |
34,100
+350
| +1% | +$3.33K | 0.24% | 62 |
|
|
2015
Q4 | $282K | Buy |
+33,750
| New | +$282K | 0.19% | 71 |
|