Caldwell Trust’s iShares MSCI Hong Kong ETF EWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,000
|
|
||||
|
2024
Q4 | $167K | Hold |
10,000
|
|
||||
|
2024
Q3 | $187K | Hold |
10,000
|
|
||||
|
2024
Q2 | $153K | Hold |
10,000
|
|
||||
|
2024
Q1 | $156K | Hold |
10,000
|
|
||||
|
2023
Q4 | $174K | Hold |
10,000
|
|
||||
|
2023
Q3 | $172K | Sell |
10,000
-67
|
|
||||
|
2023
Q2 | $195K | Buy |
10,067
+67
|
|
||||
|
2023
Q1 | $206K | Hold |
10,000
|
|
||||
|
2022
Q4 | $210K | Hold |
10,000
|
|
||||
|
2022
Q3 | $182K | Hold |
10,000
|
|
||||
|
2022
Q2 | $222K | Hold |
10,000
|
|
||||
|
2022
Q1 | $226K | Hold |
10,000
|
|
||||
|
2021
Q4 | $232K | Hold |
10,000
|
|
||||
|
2021
Q3 | $240K | Hold |
10,000
|
|
||||
|
2021
Q2 | $267K | Hold |
10,000
|
|
||||
|
2021
Q1 | $266K | Hold |
10,000
|
|
||||
|
2020
Q4 | $246K | Hold |
10,000
|
|
||||
|
2020
Q3 | $219K | Hold |
10,000
|
|
||||
|
2020
Q2 | $214K | Hold |
10,000
|
|
||||
|
2020
Q1 | $199K | Hold |
10,000
|
|
||||
|
2019
Q4 | $243K | Buy |
+10,000
|
|