Cherry Tree Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $97.2K | Hold |
2,645
| – | – | 0.02% | 219 |
|
2025
Q1 | $94.8K | Hold |
2,645
| – | – | 0.02% | 215 |
|
2024
Q4 | $80.5K | Sell |
2,645
-335
| -11% | -$10.2K | 0.02% | 228 |
|
2024
Q3 | $94.7K | Sell |
2,980
-476
| -14% | -$15.1K | 0.02% | 220 |
|
2024
Q2 | $89.8K | Sell |
3,456
-334
| -9% | -$8.68K | 0.02% | 215 |
|
2024
Q1 | $91.2K | Hold |
3,790
| – | – | 0.02% | 216 |
|
2023
Q4 | $91.1K | Hold |
3,790
| – | – | 0.02% | 206 |
|
2023
Q3 | $101K | Hold |
3,790
| – | – | 0.03% | 185 |
|
2023
Q2 | $103K | Buy |
+3,790
| New | +$103K | 0.03% | 185 |
|