IHT Wealth Management’s Invesco China Real Estate ETF TAO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,962
Closed -$246K 672
2019
Q4
$246K Sell
8,962
-184
-2% -$4.84K 0.03% 512
2019
Q3
$226K Sell
9,146
-1,691
-16% -$44.1K 0.03% 506
2019
Q2
$310K Hold
10,837
0.05% 390
2019
Q1
$325K Sell
10,837
-216
-2% -$5.87K 0.05% 347
2018
Q4
$269K Sell
11,053
-974
-8% -$24.7K 0.05% 354
2018
Q3
$318K Sell
12,027
-101
-0.8% -$2.77K 0.07% 307
2018
Q2
$342K Hold
12,128
0.09% 274
2018
Q1
$366K Hold
12,128
0.1% 235
2017
Q4
$382K Hold
12,128
0.1% 245
2017
Q3
$368K Sell
12,128
-307
-2% -$8.49K 0.16% 154
2017
Q2
$36 Buy
+12,435
New +$304K 0.02% 610

IHT Wealth Management's TAO Position: Q1 2020 in Review

IHT Wealth Management sold out of Invesco China Real Estate ETF (TAO) in Q1 2020, closing a stake of 8,962 shares — an estimated $246K sold.

IHT Wealth Management first reported a position in TAO in Q2 2017 and held it in 11 quarters. The position peaked at $382K in Q4 2017. 0 funds tracked by Wall St. Rank hold TAO as of Q1 2020.

  • IHT Wealth Management reported no remaining Invesco China Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • IHT Wealth Management sold 8,962 Invesco China Real Estate ETF shares in Q1 2020, an estimated $246K.
  • IHT Wealth Management first reported a position in Invesco China Real Estate ETF in Q2 2017 and held it in 11 quarters.
  • IHT Wealth Management's Invesco China Real Estate ETF position peaked at $382K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.