Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-221
| Closed | -$17K | – | 240 |
|
|
2017
Q4 | $17K | Sell |
221
-12,186
| -98% | -$937K | 0.01% | 172 |
|
|
2017
Q3 | $896K | Sell |
12,407
-3,295
| -21% | -$238K | 0.59% | 52 |
|
|
2017
Q2 | $1.06M | Buy |
+15,702
| New | +$1.06M | 0.72% | 45 |
|
|
2017
Q1 | – | Sell |
-171
| Closed | -$9K | – | 245 |
|
|
2016
Q4 | $9K | Sell |
171
-12,401
| -99% | -$653K | 0.01% | 168 |
|
|
2016
Q3 | $760K | Buy |
+12,572
| New | +$760K | 0.58% | 60 |
|