Carson Wealth (CWM LLC)’s Global X MSCI China Financials ETF CHIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-356
| Closed | -$4K | – | 4892 |
|
|
2023
Q4 | $4K | Buy |
356
+156
| +78% | +$1.75K | ﹤0.01% | 3653 |
|
|
2023
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 3894 |
|
|
2023
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 3874 |
|
|
2023
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3741 |
|
|
2022
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3662 |
|
|
2022
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3577 |
|