Beaumont Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-36,602
| Closed | -$1.45M | – | 311 |
|
2020
Q2 | $1.45M | Buy |
+36,602
| New | +$1.45M | 0.15% | 107 |
|
2019
Q1 | – | Sell |
-42,161
| Closed | -$1.65M | – | 237 |
|
2018
Q4 | $1.65M | Buy |
+42,161
| New | +$1.65M | 0.27% | 58 |
|
2018
Q3 | – | Sell |
-11,550
| Closed | -$496K | – | 232 |
|
2018
Q2 | $496K | Sell |
11,550
-67,625
| -85% | -$2.9M | 0.05% | 134 |
|
2018
Q1 | $3.74M | Buy |
+79,175
| New | +$3.74M | 0.42% | 56 |
|