Carson Wealth (CWM LLC)’s iShares MSCI China ETF MCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Hold |
2,457
| – | – | ﹤0.01% | 2469 |
|
|
2025
Q1 | $134K | Sell |
2,457
-166
| -6% | -$9.05K | ﹤0.01% | 2181 |
|
|
2024
Q4 | $123K | Buy |
2,623
+46
| +2% | +$2.16K | ﹤0.01% | 2149 |
|
|
2024
Q3 | $131K | Sell |
2,577
-3,694
| -59% | -$188K | ﹤0.01% | 2016 |
|
|
2024
Q2 | $264K | Buy |
6,271
+1,374
| +28% | +$57.8K | ﹤0.01% | 1445 |
|
|
2024
Q1 | $195K | Buy |
4,897
+2,721
| +125% | +$108K | ﹤0.01% | 1525 |
|
|
2023
Q4 | $89K | Buy |
2,176
+1,702
| +359% | +$69.6K | ﹤0.01% | 1830 |
|
|
2023
Q3 | $21K | Buy |
474
+399
| +532% | +$17.7K | ﹤0.01% | 2658 |
|
|
2023
Q2 | $3K | Buy |
75
+19
| +34% | +$760 | ﹤0.01% | 3654 |
|
|
2023
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 3527 |
|
|
2022
Q4 | $3K | Sell |
56
-172
| -75% | -$9.21K | ﹤0.01% | 3429 |
|
|
2022
Q3 | $10K | Buy |
228
+40
| +21% | +$1.75K | ﹤0.01% | 2681 |
|
|
2022
Q2 | $10K | Hold |
188
| – | – | ﹤0.01% | 2586 |
|
|
2022
Q1 | $10K | Sell |
188
-4
| -2% | -$213 | ﹤0.01% | 2474 |
|
|
2021
Q4 | $12K | Buy |
+192
| New | +$12K | ﹤0.01% | 2246 |
|
|
2021
Q2 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2021
Q1 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q4 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q3 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q2 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q1 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q4 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q3 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q2 | $46K | Hold |
553
| – | – | ﹤0.01% | 1430 |
|
|
2019
Q1 | $46K | Buy |
+553
| New | +$46K | ﹤0.01% | 1430 |
|