Westside Investment Management’s Templeton Dragon Fund TDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
1,865
| – | – | ﹤0.01% | 703 |
|
|
2025
Q1 | $18.1K | Hold |
1,865
| – | – | ﹤0.01% | 587 |
|
|
2024
Q4 | $15.8K | Hold |
1,865
| – | – | ﹤0.01% | 608 |
|
|
2024
Q3 | $17.1K | Hold |
1,865
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $15K | Hold |
1,865
| – | – | ﹤0.01% | 599 |
|
|
2024
Q1 | $14.7K | Hold |
1,865
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $15.2K | Sell |
1,865
-785
| -30% | -$6.41K | ﹤0.01% | 534 |
|
|
2023
Q3 | $22.6K | Hold |
2,650
| – | – | 0.01% | 467 |
|
|
2023
Q2 | $24.1K | Hold |
2,650
| – | – | 0.01% | 469 |
|
|
2023
Q1 | $28.1K | Hold |
2,650
| – | – | 0.01% | 448 |
|
|
2022
Q4 | $27 | Hold |
2,650
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $24 | Hold |
2,650
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $37 | Hold |
2,650
| – | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $35 | Hold |
2,650
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $45 | Hold |
2,650
| – | – | ﹤0.01% | 409 |
|
|
2021
Q3 | $47 | Hold |
2,650
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $62 | Hold |
2,650
| – | – | ﹤0.01% | 366 |
|
|
2021
Q1 | $62 | Hold |
2,650
| – | – | ﹤0.01% | 357 |
|
|
2020
Q4 | $61 | Hold |
2,650
| – | – | ﹤0.01% | 330 |
|
|
2020
Q3 | $58 | Hold |
2,650
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $53 | Hold |
2,650
| – | – | ﹤0.01% | 322 |
|
|
2020
Q1 | $45 | Buy |
+2,650
| New | +$45 | ﹤0.01% | 334 |
|
|
2019
Q2 | $50 | Buy |
+2,650
| New | +$50 | ﹤0.01% | 312 |
|
|
2018
Q4 | $45.1K | Hold |
2,650
| – | – | 0.02% | 304 |
|
|
2018
Q3 | $11.8K | Hold |
2,650
| – | – | ﹤0.01% | 461 |
|
|
2018
Q2 | $55.4K | Hold |
2,650
| – | – | 0.02% | 285 |
|
|
2018
Q1 | $57.9K | Hold |
2,650
| – | – | 0.03% | 271 |
|
|
2017
Q4 | $59.6K | Buy |
2,650
+2,227
| +526% | +$50.1K | 0.03% | 262 |
|
|
2017
Q3 | $9.03K | Hold |
423
| – | – | 0.01% | 570 |
|
|
2017
Q2 | $8.65K | Hold |
423
| – | – | 0.01% | 569 |
|
|
2017
Q1 | $8.11K | Buy |
+423
| New | +$8.11K | ﹤0.01% | 553 |
|