Heck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-604
| Closed | -$45.3K | – | 137 |
|
|
2022
Q1 | $45.3K | Hold |
604
| – | – | 0.01% | 123 |
|
|
2021
Q4 | $49.9K | Buy |
604
+11
| +2% | +$909 | 0.01% | 110 |
|
|
2021
Q3 | $50.3K | Hold |
593
| – | – | 0.01% | 112 |
|
|
2021
Q2 | $56K | Buy |
593
+2
| +0.3% | +$189 | 0.01% | 108 |
|
|
2021
Q1 | $54.7K | Hold |
591
| – | – | 0.01% | 107 |
|
|
2020
Q4 | $52.9K | Sell |
591
-23
| -4% | -$2.06K | 0.01% | 99 |
|
|
2020
Q3 | $47.4K | Hold |
614
| – | – | 0.01% | 96 |
|
|
2020
Q2 | $42.5K | Buy |
614
+2
| +0.3% | +$138 | 0.01% | 103 |
|
|
2020
Q1 | $36.5K | Hold |
612
| – | – | 0.01% | 94 |
|
|
2019
Q4 | $45K | Sell |
612
-22
| -3% | -$1.62K | 0.01% | 98 |
|
|
2019
Q3 | $42.1K | Hold |
634
| – | – | 0.01% | 99 |
|
|
2019
Q2 | $44.3K | Buy |
634
+4
| +0.6% | +$279 | 0.01% | 96 |
|
|
2019
Q1 | $44.6K | Hold |
630
| – | – | 0.01% | 92 |
|
|
2018
Q4 | $40K | Buy |
630
+10
| +2% | +$636 | 0.01% | 93 |
|
|
2018
Q3 | $43.8K | Hold |
620
| – | – | 0.01% | 96 |
|
|
2018
Q2 | $44.5K | Buy |
620
+3
| +0.5% | +$215 | 0.02% | 97 |
|
|
2018
Q1 | $47.8K | Hold |
617
| – | – | 0.02% | 84 |
|
|
2017
Q4 | $47K | Buy |
617
+6
| +1% | +$457 | 0.02% | 81 |
|
|
2017
Q3 | $44.1K | Buy |
611
+392
| +179% | +$28.3K | 0.02% | 79 |
|
|
2017
Q2 | $14.8K | Buy |
219
+1
| +0.5% | +$67 | 0.01% | 79 |
|
|
2017
Q1 | $13.7K | Hold |
218
| – | – | 0.01% | 73 |
|
|
2016
Q4 | $12K | Buy |
+218
| New | +$12K | 0.01% | 64 |
|