9WM
9258 Wealth Management’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,389
| Closed | -$543K | – | 371 |
|
|
2021
Q3 | $543K | Sell |
6,389
-1,845
| -22% | -$157K | 0.15% | 158 |
|
|
2021
Q2 | $778K | Buy |
8,234
+2,139
| +35% | +$202K | 0.21% | 119 |
|
|
2021
Q1 | $565K | Buy |
6,095
+356
| +6% | +$33K | 0.17% | 141 |
|
|
2020
Q4 | $514K | Hold |
5,739
| – | – | 0.17% | 145 |
|
|
2020
Q3 | $451K | Buy |
+5,739
| New | +$451K | 0.17% | 146 |
|