BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.99K | Hold |
110
| – | – | ﹤0.01% | 655 |
|
|
2023
Q1 | $3.25K | Hold |
110
| – | – | ﹤0.01% | 758 |
|
|
2022
Q4 | $3.11K | Buy |
110
+1
| +0.9% | +$28 | ﹤0.01% | 746 |
|
|
2022
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 755 |
|
|
2022
Q2 | $4K | Hold |
109
| – | – | ﹤0.01% | 728 |
|
|
2022
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 802 |
|
|
2021
Q4 | $4K | Buy |
109
+1
| +0.9% | +$37 | ﹤0.01% | 812 |
|
|
2021
Q3 | $4K | Hold |
108
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 665 |
|
|
2020
Q4 | $5K | Buy |
108
+1
| +0.9% | +$46 | ﹤0.01% | 654 |
|
|
2020
Q3 | $5K | Hold |
107
| – | – | ﹤0.01% | 578 |
|
|
2020
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 611 |
|
|
2019
Q4 | $5K | Buy |
107
+1
| +0.9% | +$47 | ﹤0.01% | 617 |
|
|
2019
Q3 | $4K | Hold |
106
| – | – | ﹤0.01% | 582 |
|
|
2019
Q2 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 583 |
|