Atria Wealth Solutions’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,947
| Closed | -$252K | – | 2020 |
|
2024
Q3 | $252K | Sell |
4,947
-3,407
| -41% | -$173K | ﹤0.01% | 1603 |
|
2024
Q2 | $352K | Sell |
8,354
-600
| -7% | -$25.3K | ﹤0.01% | 1400 |
|
2024
Q1 | $356K | Sell |
8,954
-336
| -4% | -$13.3K | ﹤0.01% | 1434 |
|
2023
Q4 | $378K | Sell |
9,290
-2,005
| -18% | -$81.7K | ﹤0.01% | 1339 |
|
2023
Q3 | $489K | Sell |
11,295
-9,433
| -46% | -$408K | 0.01% | 1132 |
|
2023
Q2 | $927K | Sell |
20,728
-8,908
| -30% | -$399K | 0.01% | 867 |
|
2023
Q1 | $1.48M | Buy |
29,636
+9,387
| +46% | +$468K | 0.02% | 648 |
|
2022
Q4 | $962K | Sell |
20,249
-1,243
| -6% | -$59K | 0.02% | 763 |
|
2022
Q3 | $915K | Buy |
21,492
+808
| +4% | +$34.4K | 0.02% | 740 |
|
2022
Q2 | $1.15M | Buy |
20,684
+10,003
| +94% | +$558K | 0.02% | 624 |
|
2022
Q1 | $565K | Buy |
+10,681
| New | +$565K | 0.01% | 998 |
|