Blue Bell Private Wealth Management’s Loncar China BioPharma ETF CHNA Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CHNA Stock Details CHNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-308	Closed	-$4.39K	–	741
2023 Q3	$4.39K	Hold	308	–	–	﹤0.01%	512
2023 Q2	$4.98K	Hold	308	–	–	﹤0.01%	504
2023 Q1	$5.49K	Hold	308	–	–	﹤0.01%	449
2022 Q4	$5.78K	Sell	308 -141	-31%	-$2.36K	﹤0.01%	444
2022 Q3	$6K	Hold	449	–	–	﹤0.01%	453
2022 Q2	$9K	Hold	449	–	–	﹤0.01%	407
2022 Q1	$9K	Hold	449	–	–	﹤0.01%	450
2021 Q4	$12K	Buy	+449	New	+$14.7K	﹤0.01%	383

Blue Bell Private Wealth Management's CHNA Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Loncar China BioPharma ETF (CHNA) in Q4 2023, closing a stake of 308 shares — an estimated $4.39K sold.

Blue Bell Private Wealth Management first reported a position in CHNA in Q4 2021 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 0 funds tracked by Wall St. Rank hold CHNA as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Loncar China BioPharma ETF position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 308 Loncar China BioPharma ETF shares in Q4 2023, an estimated $4.39K.
Blue Bell Private Wealth Management first reported a position in Loncar China BioPharma ETF in Q4 2021 and held it in 8 quarters.
Blue Bell Private Wealth Management's Loncar China BioPharma ETF position peaked at $12K in Q4 2021.
0 funds tracked by Wall St. Rank held Loncar China BioPharma ETF as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.