Disclosures:
- Please note the objective of giving the transaction history is not to provide any investment advice or recommendation. The reader should do his own independent research before making any investment related decision.
- The starting date of inves4 equity portfolio is October 4, 2019 – the transaction history provided hereunder is since then. The profit/ loss for old stock holding is accordingly calculated assuming October 4, 2019 as the base date.
| Date | Company | Action | Price (Rs) | Profit/ Loss % | Days | Reason for selling |
|---|---|---|---|---|---|---|
| 09.10.2019 | Kalpataru Power | Sell | 450.0 | -0.013000000000000001 | 5 | Technicals became weak |
| 09.10.2019 | ICICI Bank | Buy | 426.0 | |||
| 17.10.2019 | Nestle India | Sell | 14600.0 | 0.086 | 13 | Seemed overstretched |
| 24.10.2019 | Bharti Airtel | Sell | 363.6 | 0.073 | 20 | Too much of news |
| 27.10.2019 | ABB | Buy | 1518.0 | |||
| 07.11.2019 | MGL | Buy | 968.6 | |||
| 08.11.2019 | ICICI Bank | Sell | 490.2 | 0.151 | 29 | Seemed overstretched |
| 08.11.2019 | AU Bank | Buy | 678.0 | |||
| 15.11.2019 | Jyothy Labs | Buy | 177.0 | |||
| 25.11.2019 | ABB | Sell | 1421.0 | -0.0639 | 29 | Technicals became weak |
| 09.12.2019 | Jyothy Labs | Sell | 162.0 | -0.08470000000000001 | 24 | Technicals became weak |
| 09.12.2019 | Kei Industries | Sell | 489.0 | -0.086 | 66 | Technicals became weak |
| 31.12.2019 | Gabriel | Buy | 123.0 | |||
| 15.01.2020 | Britannia | Buy | 3103.0 | |||
| 01.02.2020 | Gabriel | Sell | 111.0 | -0.09759999999999999 | 32 | Stop Loss |
| 10.02.2020 | MGL | Sell | 1173.0 | 0.21100000000000002 | 95 | Profit Booking. Results not confidence inspiring |
| 18.02.2020 | Amara Raja | Buy | 765.0 | |||
| 25.02.2020 | Amara Raja | Sell | 725.0 | -5.30% | 7 | Technicals became weak |
| 28.02.2020 | Britannia | Sell | 3000.0 | -3.30% | 43 | Technicals became weak |
| 28.02.2020 | AU Bank | Sell | 1146.0 | 69.00% | 112 | Profit Booking |
| 12.03.2020 | Narayana Hrudayalaya | Sell | 303.3 | 0.307 | 160 | Slight technical Weakness + profit booking |
| 13.03.2020 | HDFC Life | Sell | 501 | -14.36% | 161 | Portfolio Coronized. Moved to cash. Let the dust settle. No point in being adventurous. Actually as per rules should have exited at 573 but emotions got better of me - learning for future. |
| 27.03.2020 | Pfizer | Buy | 3793 | |||
| 08.04.2020 | Ajanta Pharma | Buy | 1392 | |||
| 16.04.2020 | PGHH | Buy | 11100 | |||
| 16.04.2020 | Pidilite | Buy | 1479 | |||
| 16.04.2020 | Aarti Industries | Buy | 927 | |||
| 29.04.2020 | Aarti Industries | Sell | 1101 | 18.77% | 13 | Profit Booking. |
| 27.05.2020 | Alkem Laboratories | Buy | 2292 |
Note: The above table is sortable through each column heading.
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