BWM
BigSur Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
14,575
| – | – | 0.14% | 118 |
|
|
2025
Q1 | $522K | Buy |
14,575
+13,575
| +1,358% | +$487K | 0.14% | 116 |
|
|
2024
Q4 | $30.4K | Hold |
1,000
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $31.8K | Hold |
1,000
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $24.1K | Hold |
1,000
| – | – | 0.01% | 148 |
|
|
2023
Q4 | $24K | Hold |
1,000
| – | – | 0.01% | 116 |
|
|
2023
Q3 | $26.5K | Hold |
1,000
| – | – | 0.01% | 114 |
|
|
2023
Q2 | $27.2K | Hold |
1,000
| – | – | 0.01% | 122 |
|
|
2023
Q1 | $29.5K | Hold |
1,000
| – | – | 0.01% | 125 |
|
|
2022
Q4 | $28.3K | Hold |
1,000
| – | – | 0.01% | 124 |
|
|
2022
Q3 | $26K | Sell |
1,000
-1,000
| -50% | -$26K | 0.01% | 121 |
|
|
2022
Q2 | $68K | Hold |
2,000
| – | – | 0.03% | 128 |
|
|
2022
Q1 | $64K | Hold |
2,000
| – | – | 0.02% | 136 |
|
|
2021
Q4 | $73K | Hold |
2,000
| – | – | 0.03% | 130 |
|
|
2021
Q3 | $78K | Hold |
2,000
| – | – | 0.04% | 119 |
|
|
2021
Q2 | $93K | Hold |
2,000
| – | – | 0.04% | 116 |
|
|
2021
Q1 | $93K | Hold |
2,000
| – | – | 0.05% | 121 |
|
|
2020
Q4 | $93K | Hold |
2,000
| – | – | 0.05% | 103 |
|
|
2020
Q3 | $84K | Hold |
2,000
| – | – | 0.05% | 96 |
|
|
2020
Q2 | $79K | Buy |
2,000
+1,000
| +100% | +$39.5K | 0.06% | 96 |
|
|
2020
Q1 | $38K | Sell |
1,000
-1,000
| -50% | -$38K | 0.03% | 104 |
|
|
2019
Q4 | $87K | Buy |
+2,000
| New | +$87K | 0.05% | 112 |
|