Carson Wealth (CWM LLC)’s iShares China Large-Cap ETF FXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
296
-242
| -45% | -$8.99K | ﹤0.01% | 4232 |
|
|
2025
Q1 | $19K | Buy |
538
+100
| +23% | +$3.53K | ﹤0.01% | 3698 |
|
|
2024
Q4 | $13K | Sell |
438
-1,000
| -70% | -$29.7K | ﹤0.01% | 3709 |
|
|
2024
Q3 | $46K | Buy |
1,438
+991
| +222% | +$31.7K | ﹤0.01% | 2750 |
|
|
2024
Q2 | $12K | Buy |
447
+9
| +2% | +$242 | ﹤0.01% | 3427 |
|
|
2024
Q1 | $11K | Buy |
438
+195
| +80% | +$4.9K | ﹤0.01% | 3276 |
|
|
2023
Q4 | $6K | Hold |
243
| – | – | ﹤0.01% | 3416 |
|
|
2023
Q3 | $6K | Hold |
243
| – | – | ﹤0.01% | 3362 |
|
|
2023
Q2 | $7K | Hold |
243
| – | – | ﹤0.01% | 3272 |
|
|
2023
Q1 | $7K | Hold |
243
| – | – | ﹤0.01% | 3135 |
|
|
2022
Q4 | $7K | Sell |
243
-200
| -45% | -$5.76K | ﹤0.01% | 2997 |
|
|
2022
Q3 | $11K | Hold |
443
| – | – | ﹤0.01% | 2621 |
|
|
2022
Q2 | $15K | Hold |
443
| – | – | ﹤0.01% | 2305 |
|
|
2022
Q1 | $14K | Hold |
443
| – | – | ﹤0.01% | 2291 |
|
|
2021
Q4 | $16K | Buy |
+443
| New | +$16K | ﹤0.01% | 2100 |
|
|
2021
Q2 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2021
Q1 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2020
Q4 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2020
Q3 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2020
Q2 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2020
Q1 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2019
Q4 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2019
Q3 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2019
Q2 | $21K | Hold |
451
| – | – | ﹤0.01% | 1766 |
|
|
2019
Q1 | $21K | Buy |
+451
| New | +$21K | ﹤0.01% | 1766 |
|