CTWM
Cherry Tree Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27K | Hold |
490
| – | – | 0.01% | 305 |
|
2025
Q1 | $26.7K | Hold |
490
| – | – | 0.01% | 311 |
|
2024
Q4 | $23K | Buy |
490
+215
| +78% | +$10.1K | 0.01% | 319 |
|
2024
Q3 | $14K | Hold |
275
| – | – | ﹤0.01% | 379 |
|
2024
Q2 | $11.6K | Hold |
275
| – | – | ﹤0.01% | 377 |
|
2024
Q1 | $10.9K | Hold |
275
| – | – | ﹤0.01% | 368 |
|
2023
Q4 | $11.2K | Hold |
275
| – | – | ﹤0.01% | 347 |
|
2023
Q3 | $11.9K | Hold |
275
| – | – | ﹤0.01% | 331 |
|
2023
Q2 | $12.3K | Buy |
+275
| New | +$12.3K | ﹤0.01% | 323 |
|