IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-810
| Closed | -$33K | – | 465 |
|
|
2023
Q4 | $33K | Hold |
810
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $35.1K | Hold |
810
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $36.2K | Hold |
810
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $40.4K | Hold |
810
| – | – | 0.01% | 157 |
|
|
2022
Q4 | $38.5K | Hold |
810
| – | – | 0.01% | 161 |
|
|
2022
Q3 | $34K | Hold |
810
| – | – | 0.01% | 158 |
|
|
2022
Q2 | $45K | Buy |
810
+250
| +45% | +$13.9K | 0.01% | 138 |
|
|
2022
Q1 | $30K | Hold |
560
| – | – | 0.01% | 182 |
|
|
2021
Q4 | $35K | Hold |
560
| – | – | 0.01% | 171 |
|
|
2021
Q3 | $38K | Hold |
560
| – | – | 0.01% | 142 |
|
|
2021
Q2 | $47K | Hold |
560
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $46K | Hold |
560
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $46K | Hold |
560
| – | – | 0.02% | 115 |
|
|
2020
Q3 | $42K | Hold |
560
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $37K | Sell |
560
-1,180
| -68% | -$78K | 0.02% | 120 |
|
|
2020
Q1 | $100K | Buy |
1,740
+250
| +17% | +$14.4K | 0.07% | 63 |
|
|
2019
Q4 | $96K | Buy |
+1,490
| New | +$96K | 0.06% | 66 |
|