Institute for Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-12,935
Closed -$809K 203
2018
Q2
$809K Sell
12,935
-748
-5% -$46.8K 0.26% 126
2018
Q1
$923K Sell
13,683
-15,660
-53% -$1.06M 0.27% 136
2017
Q4
$2.03M Buy
29,343
+13,102
+81% +$908K 0.47% 52
2017
Q3
$997K Sell
16,241
-1,252
-7% -$76.9K 0.32% 102
2017
Q2
$1M Buy
+17,493
New +$1M 0.28% 114