AWM
Activest Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Buy |
+1,307
| New | +$72K | 0.02% | 163 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1278 |
|
|
2024
Q4 | – | Sell |
-324
| Closed | -$16.5K | – | 1076 |
|
|
2024
Q3 | $16.5K | Buy |
324
+178
| +122% | +$9.05K | 0.01% | 269 |
|
|
2024
Q2 | $6.15K | Buy |
146
+1
| +0.7% | +$42 | ﹤0.01% | 331 |
|
|
2024
Q1 | $5.77K | Hold |
145
| – | – | ﹤0.01% | 248 |
|
|
2023
Q4 | $5.92K | Buy |
145
+2
| +1% | +$82 | ﹤0.01% | 220 |
|
|
2023
Q3 | $6.18K | Buy |
+143
| New | +$6.18K | ﹤0.01% | 214 |
|
|
2023
Q2 | – | Sell |
-142
| Closed | -$7.14K | – | 372 |
|
|
2023
Q1 | $7.14K | Sell |
142
-270
| -66% | -$13.6K | ﹤0.01% | 188 |
|
|
2022
Q4 | $26.1K | Sell |
412
-3,583
| -90% | -$227K | 0.01% | 232 |
|
|
2022
Q3 | $204K | Buy |
3,995
+3,855
| +2,754% | +$197K | 0.07% | 84 |
|
|
2022
Q2 | $8K | Hold |
140
| – | – | 0.01% | 217 |
|
|
2022
Q1 | $7K | Hold |
140
| – | – | ﹤0.01% | 235 |
|
|
2021
Q4 | $9K | Buy |
140
+1
| +0.7% | +$64 | 0.01% | 211 |
|
|
2021
Q3 | $9K | Buy |
+139
| New | +$9K | 0.01% | 238 |
|