Colton Groome Financial Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,827
| Closed | -$1.25M | – | 109 |
|
|
2023
Q2 | $1.25M | Sell |
18,827
-29,174
| -61% | -$1.94M | 0.59% | 42 |
|
|
2023
Q1 | $3.26M | Buy |
+48,001
| New | +$3.26M | 1.55% | 18 |
|
|
2021
Q2 | – | Sell |
-30,854
| Closed | -$2.86M | – | 100 |
|
|
2021
Q1 | $2.86M | Buy |
30,854
+3,871
| +14% | +$359K | 1.6% | 22 |
|
|
2020
Q4 | $2.42M | Buy |
+26,983
| New | +$2.42M | 1.56% | 22 |
|