WFG Advisors’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-302
| Closed | -$8K | – | 1596 |
|
|
2015
Q4 | $8K | Sell |
302
-503
| -62% | -$13.3K | ﹤0.01% | 1128 |
|
|
2015
Q3 | $22K | Sell |
805
-4,469
| -85% | -$122K | 0.01% | 858 |
|
|
2015
Q2 | $157K | Sell |
5,274
-10,731
| -67% | -$319K | 0.04% | 407 |
|
|
2015
Q1 | $502K | Buy |
16,005
+14,147
| +761% | +$444K | 0.14% | 175 |
|
|
2014
Q4 | $56K | Sell |
1,858
-317
| -15% | -$9.55K | 0.01% | 842 |
|
|
2014
Q3 | $64K | Buy |
2,175
+7
| +0.3% | +$206 | 0.01% | 827 |
|
|
2014
Q2 | $63K | Buy |
2,168
+2,050
| +1,737% | +$59.6K | 0.01% | 824 |
|
|
2014
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 1729 |
|
|
2013
Q4 | $3K | Hold |
118
| – | – | ﹤0.01% | 1876 |
|
|
2013
Q3 | $2K | Buy |
+118
| New | +$2K | ﹤0.01% | 1934 |
|