Gerber Kawasaki Wealth & Investment Management’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,690
| Closed | -$236K | – | 138 |
|
|
2019
Q4 | $236K | Buy |
+3,690
| New | +$236K | 0.06% | 112 |
|
|
2019
Q3 | – | Sell |
-3,845
| Closed | -$228K | – | 135 |
|
|
2019
Q2 | $228K | Sell |
3,845
-3,180
| -45% | -$189K | 0.07% | 107 |
|
|
2019
Q1 | $438K | Buy |
7,025
+805
| +13% | +$50.2K | 0.13% | 75 |
|
|
2018
Q4 | $327K | Sell |
6,220
-6,960
| -53% | -$366K | 0.11% | 76 |
|
|
2018
Q3 | $789K | Sell |
13,180
-29,684
| -69% | -$1.78M | 0.21% | 56 |
|
|
2018
Q2 | $2.73M | Buy |
42,864
+3,075
| +8% | +$196K | 0.82% | 32 |
|
|
2018
Q1 | $2.73M | Buy |
39,789
+12,913
| +48% | +$885K | 0.88% | 33 |
|
|
2017
Q4 | $1.79M | Buy |
26,876
+8,591
| +47% | +$572K | 0.62% | 38 |
|
|
2017
Q3 | $1.2M | Buy |
18,285
+1,823
| +11% | +$119K | 0.44% | 50 |
|
|
2017
Q2 | $899K | Buy |
+16,462
| New | +$899K | 0.34% | 60 |
|