Class InstitutionalHolding

Namespace

Tudormobile.FinancialData.Entities

Assembly

Tudormobile.FinancialData.dll

Represents an institutional holding position in a company's stock.

See: https://financialdata.net/documentation#institutional_holdings

public record InstitutionalHolding : IEquatable<InstitutionalHolding>

Inheritance

object

InstitutionalHolding

Implements

IEquatable<InstitutionalHolding>

Inherited Members

object.GetType()

object.MemberwiseClone()

object.Equals(object, object)

object.ReferenceEquals(object, object)

Constructors

InstitutionalHolding()

public InstitutionalHolding()

InstitutionalHolding(InstitutionalHolding)

protected InstitutionalHolding(InstitutionalHolding original)

Parameters

original InstitutionalHolding

Properties

CentralIndexKey

Gets the central index key (CIK) of the company.

public string? CentralIndexKey { get; init; }

Property Value

string

EqualityContract

protected virtual Type EqualityContract { get; }

Property Value

Type

FilingDate

Gets the filing date with the SEC.

public DateOnly FilingDate { get; init; }

Property Value

DateOnly

InvestorCik

Gets the central index key (CIK) of the institutional investor.

public string? InvestorCik { get; init; }

Property Value

string

InvestorName

Gets the name of the institutional investor.

public string? InvestorName { get; init; }

Property Value

string

PeriodEndDate

Gets the reporting period end date.

public DateOnly PeriodEndDate { get; init; }

Property Value

DateOnly

PortfolioPercent

Gets the percentage of the portfolio represented by this holding.

public decimal PortfolioPercent { get; init; }

Property Value

decimal

RegistrantName

Gets the registrant name of the company.

public string? RegistrantName { get; init; }

Property Value

string

Shares

Gets the number of shares held.

public decimal Shares { get; init; }

Property Value

decimal

SharesChange

Gets the change in shares from the previous period.

public decimal SharesChange { get; init; }

Property Value

decimal

SharesChangePercent

Gets the percentage change in shares.

public decimal SharesChangePercent { get; init; }

Property Value

decimal

TradingSymbol

Gets the trading symbol of the company.

public string? TradingSymbol { get; init; }

Property Value

string

Value

Gets the market value of the holding.

public decimal Value { get; init; }

Property Value

decimal

Methods

Equals(object?)

public override bool Equals(object? obj)

Parameters

obj object

Returns

bool

Equals(InstitutionalHolding?)

public virtual bool Equals(InstitutionalHolding? other)

Parameters

other InstitutionalHolding

Returns

bool

GetHashCode()

public override int GetHashCode()

Returns

int

PrintMembers(StringBuilder)

protected virtual bool PrintMembers(StringBuilder builder)

Parameters

builder StringBuilder

Returns

bool

ToString()

public override string ToString()

Returns

string

Operators

operator ==(InstitutionalHolding?, InstitutionalHolding?)

public static bool operator ==(InstitutionalHolding? left, InstitutionalHolding? right)

Parameters

left InstitutionalHolding

right InstitutionalHolding

Returns

bool

operator !=(InstitutionalHolding?, InstitutionalHolding?)

public static bool operator !=(InstitutionalHolding? left, InstitutionalHolding? right)

Parameters

left InstitutionalHolding

right InstitutionalHolding

Returns

bool