Caldwell Trust’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,000
|
|
||||
|
2022
Q4 | $56.6K | Hold |
2,000
|
|
||||
|
2022
Q3 | $51.7K | Hold |
2,000
|
|
||||
|
2022
Q2 | $67.8K | Hold |
2,000
|
|
||||
|
2022
Q1 | $63.9K | Hold |
2,000
|
|
||||
|
2021
Q4 | $73.2K | Hold |
2,000
|
|
||||
|
2021
Q3 | $77.9K | Hold |
2,000
|
|
||||
|
2021
Q2 | $92.7K | Hold |
2,000
|
|
||||
|
2021
Q1 | $93.3K | Sell |
2,000
-10
|
|
||||
|
2020
Q4 | $93.3K | Hold |
2,010
|
|
||||
|
2020
Q3 | $84.4K | Hold |
2,010
|
|
||||
|
2020
Q2 | $79.8K | Hold |
2,010
|
|
||||
|
2020
Q1 | $75.5K | Hold |
2,010
|
|
||||
|
2019
Q4 | $87.7K | Buy |
+2,010
|
|