Atria Wealth Solutions’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,419
| Closed | -$319K | – | 1843 |
|
|
2024
Q4 | $319K | Sell |
4,419
-114
| -3% | -$8.23K | ﹤0.01% | 1489 |
|
|
2024
Q3 | $356K | Buy |
4,533
+152
| +3% | +$11.9K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $315K | Sell |
4,381
-39
| -0.9% | -$2.81K | ﹤0.01% | 1457 |
|
|
2024
Q1 | $299K | Sell |
4,420
-6
| -0.1% | -$406 | ﹤0.01% | 1551 |
|
|
2023
Q4 | $295K | Sell |
4,426
-1,079
| -20% | -$71.8K | ﹤0.01% | 1504 |
|
|
2023
Q3 | $350K | Sell |
5,505
-5,946
| -52% | -$378K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $761K | Buy |
11,451
+100
| +0.9% | +$6.64K | 0.01% | 967 |
|
|
2023
Q1 | $770K | Buy |
11,351
+5,693
| +101% | +$386K | 0.01% | 913 |
|
|
2022
Q4 | $367K | Buy |
5,658
+59
| +1% | +$3.82K | 0.01% | 1241 |
|
|
2022
Q3 | $328K | Buy |
5,599
+140
| +3% | +$8.2K | 0.01% | 1239 |
|
|
2022
Q2 | $378K | Buy |
5,459
+64
| +1% | +$4.43K | 0.01% | 1073 |
|
|
2022
Q1 | $405K | Buy |
+5,395
| New | +$405K | 0.01% | 1174 |
|