Winch Advisory Services’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 |
-909
| Closed | -$25K | – | 260 |
|
2015
Q4 | $25K | Hold |
909
| – | – | 0.03% | 75 |
|
2015
Q3 | $25K | Buy |
909
+4
| +0.4% | +$110 | 0.04% | 73 |
|
2015
Q2 | $27K | Hold |
905
| – | – | 0.01% | 133 |
|
2015
Q1 | $28K | Buy |
+905
| New | +$28K | 0.02% | 103 |
|
2014
Q4 | – | Sell |
-582
| Closed | -$17K | – | 105 |
|
2014
Q3 | $17K | Buy |
582
+2
| +0.3% | +$58 | 0.01% | 107 |
|
2014
Q2 | $17K | Buy |
+580
| New | +$17K | 0.01% | 136 |
|