WFG Advisors’s India Fund IFN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $46K | Hold |
1,704
| – | – | 0.01% | 715 |
|
2017
Q1 | $43K | Hold |
1,704
| – | – | 0.01% | 694 |
|
2016
Q4 | $36K | Sell |
1,704
-1,110
| -39% | -$23.5K | 0.01% | 794 |
|
2016
Q3 | $70K | Sell |
2,814
-423
| -13% | -$10.5K | 0.02% | 622 |
|
2016
Q2 | $79K | Sell |
3,237
-336
| -9% | -$8.2K | 0.02% | 563 |
|
2016
Q1 | $82K | Sell |
3,573
-147
| -4% | -$3.37K | 0.02% | 530 |
|
2015
Q4 | $85K | Sell |
3,720
-886
| -19% | -$20.2K | 0.03% | 511 |
|
2015
Q3 | $112K | Sell |
4,606
-711
| -13% | -$17.3K | 0.04% | 436 |
|
2015
Q2 | $141K | Sell |
5,317
-579
| -10% | -$15.4K | 0.04% | 436 |
|
2015
Q1 | $167K | Sell |
5,896
-583
| -9% | -$16.5K | 0.05% | 399 |
|
2014
Q4 | $167K | Hold |
6,479
| – | – | 0.03% | 486 |
|
2014
Q3 | $176K | Buy |
6,479
+4,851
| +298% | +$132K | 0.03% | 484 |
|
2014
Q2 | $41K | Buy |
1,628
+890
| +121% | +$22.4K | 0.01% | 989 |
|
2014
Q1 | $17K | Sell |
738
-303
| -29% | -$6.98K | ﹤0.01% | 1298 |
|
2013
Q4 | $21K | Hold |
1,041
| – | – | ﹤0.01% | 1329 |
|
2013
Q3 | $20K | Hold |
1,041
| – | – | ﹤0.01% | 1280 |
|
2013
Q2 | $20K | Buy |
+1,041
| New | +$20K | ﹤0.01% | 1209 |
|