West Financial Advisors’s Templeton Dragon Fund TDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-112
| Closed | -$912 | – | 166 |
|
|
2023
Q4 | $912 | Hold |
112
| – | – | ﹤0.01% | 146 |
|
|
2023
Q3 | $953 | Hold |
112
| – | – | ﹤0.01% | 186 |
|
|
2023
Q2 | $1.02K | Hold |
112
| – | – | ﹤0.01% | 165 |
|
|
2023
Q1 | $1.18K | Hold |
112
| – | – | ﹤0.01% | 144 |
|
|
2022
Q4 | $1.14K | Buy |
+112
| New | +$1.14K | ﹤0.01% | 144 |
|