Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3.52M | Buy |
+101,455
| New | +$3.52M | 0.57% | 52 |
|
|
2015
Q3 | – | Sell |
-6,518
| Closed | -$300K | – | 83 |
|
|
2015
Q2 | $300K | Sell |
6,518
-53,613
| -89% | -$2.47M | 0.07% | 74 |
|
|
2015
Q1 | $2.67M | Sell |
60,131
-812
| -1% | -$36.1K | 0.55% | 33 |
|
|
2014
Q4 | $2.54M | Buy |
60,943
+55,291
| +978% | +$2.3M | 0.52% | 30 |
|
|
2014
Q3 | $216K | Hold |
5,652
| – | – | 0.07% | 73 |
|
|
2014
Q2 | $209K | Hold |
5,652
| – | – | 0.05% | 88 |
|
|
2014
Q1 | $202K | Sell |
5,652
-5,000
| -47% | -$179K | 0.06% | 75 |
|
|
2013
Q4 | $409K | Hold |
10,652
| – | – | 0.14% | 61 |
|
|
2013
Q3 | $395K | Buy |
10,652
+2,500
| +31% | +$92.7K | 0.14% | 67 |
|
|
2013
Q2 | $265K | Buy |
+8,152
| New | +$265K | 0.12% | 61 |
|