Avantax Advisory Services’s SPDR S&P China ETF GXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,827
| Closed | -$202K | – | 1616 |
|
|
2023
Q3 | $202K | Hold |
2,827
| – | – | ﹤0.01% | 1430 |
|
|
2023
Q2 | $209K | Hold |
2,827
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q1 | $233K | Sell |
2,827
-82
| -3% | -$6.75K | ﹤0.01% | 1285 |
|
|
2022
Q4 | $228K | Buy |
2,909
+48
| +2% | +$3.76K | ﹤0.01% | 1247 |
|
|
2022
Q3 | $203K | Hold |
2,861
| – | – | ﹤0.01% | 1209 |
|
|
2022
Q2 | $263K | Sell |
2,861
-175
| -6% | -$16.1K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $268K | Hold |
3,036
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $313K | Sell |
3,036
-231
| -7% | -$23.8K | ﹤0.01% | 957 |
|
|
2021
Q3 | $360K | Sell |
3,267
-173
| -5% | -$19.1K | 0.01% | 844 |
|
|
2021
Q2 | $457K | Buy |
3,440
+374
| +12% | +$49.7K | 0.01% | 733 |
|
|
2021
Q1 | $399K | Sell |
3,066
-353
| -10% | -$45.9K | 0.01% | 689 |
|
|
2020
Q4 | $445K | Sell |
3,419
-90
| -3% | -$11.7K | 0.01% | 590 |
|
|
2020
Q3 | $418K | Buy |
3,509
+148
| +4% | +$17.6K | 0.01% | 875 |
|
|
2020
Q2 | $351K | Buy |
3,361
+9
| +0.3% | +$940 | 0.01% | 585 |
|
|
2020
Q1 | $305K | Sell |
3,352
-319
| -9% | -$29K | 0.01% | 571 |
|
|
2019
Q4 | $376K | Buy |
3,671
+14
| +0.4% | +$1.43K | 0.01% | 561 |
|
|
2019
Q3 | $330K | Buy |
3,657
+17
| +0.5% | +$1.53K | 0.01% | 417 |
|
|
2019
Q2 | $348K | Sell |
3,640
-16
| -0.4% | -$1.53K | 0.02% | 366 |
|
|
2019
Q1 | $367K | Buy |
3,656
+15
| +0.4% | +$1.51K | 0.02% | 318 |
|
|
2018
Q4 | $308K | Buy |
+3,641
| New | +$308K | 0.05% | 295 |
|