Table of Contents

Class InstitutionalPortfolioStatistics

Namespace
Tudormobile.FinancialData.Entities
Assembly
Tudormobile.FinancialData.dll

Represents portfolio statistics for an institutional investor.

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

public record InstitutionalPortfolioStatistics : IEquatable<InstitutionalPortfolioStatistics>
Inheritance
InstitutionalPortfolioStatistics
Implements
Inherited Members

Constructors

InstitutionalPortfolioStatistics()

public InstitutionalPortfolioStatistics()

InstitutionalPortfolioStatistics(InstitutionalPortfolioStatistics)

protected InstitutionalPortfolioStatistics(InstitutionalPortfolioStatistics original)

Parameters

original InstitutionalPortfolioStatistics

Properties

DecreasedPositions

Gets the number of decreased positions.

public int DecreasedPositions { get; init; }

Property Value

int

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

IncreasedPositions

Gets the number of increased positions.

public int IncreasedPositions { get; init; }

Property Value

int

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

NewPositions

Gets the number of new positions.

public int NewPositions { get; init; }

Property Value

int

NumberOfHoldings

Gets the number of holdings in the portfolio.

public int NumberOfHoldings { get; init; }

Property Value

int

PeriodEndDate

Gets the reporting period end date.

public DateOnly PeriodEndDate { get; init; }

Property Value

DateOnly

SoldOutPositions

Gets the number of sold out positions.

public int SoldOutPositions { get; init; }

Property Value

int

TotalValue

Gets the total portfolio value.

public decimal TotalValue { get; init; }

Property Value

decimal

TotalValueChange

Gets the total value change from the previous period.

public decimal TotalValueChange { get; init; }

Property Value

decimal

TotalValueChangePercent

Gets the percentage change in total value.

public decimal TotalValueChangePercent { get; init; }

Property Value

decimal

Methods

Equals(object?)

public override bool Equals(object? obj)

Parameters

obj object

Returns

bool

Equals(InstitutionalPortfolioStatistics?)

public virtual bool Equals(InstitutionalPortfolioStatistics? other)

Parameters

other InstitutionalPortfolioStatistics

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 ==(InstitutionalPortfolioStatistics?, InstitutionalPortfolioStatistics?)

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

Parameters

left InstitutionalPortfolioStatistics
right InstitutionalPortfolioStatistics

Returns

bool

operator !=(InstitutionalPortfolioStatistics?, InstitutionalPortfolioStatistics?)

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

Parameters

left InstitutionalPortfolioStatistics
right InstitutionalPortfolioStatistics

Returns

bool