Institute for Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,446
| Closed | -$212K | – | 493 |
|
|
2021
Q3 | $212K | Hold |
5,446
| – | – | 0.04% | 451 |
|
|
2021
Q2 | $252K | Hold |
5,446
| – | – | 0.04% | 415 |
|
|
2021
Q1 | $254K | Hold |
5,446
| – | – | 0.05% | 392 |
|
|
2020
Q4 | $253K | Hold |
5,446
| – | – | 0.05% | 377 |
|
|
2020
Q3 | $229K | Hold |
5,446
| – | – | 0.05% | 374 |
|
|
2020
Q2 | $216K | Hold |
5,446
| – | – | 0.05% | 386 |
|
|
2020
Q1 | $204K | Sell |
5,446
-24
| -0.4% | -$899 | 0.06% | 360 |
|
|
2019
Q4 | $239K | Hold |
5,470
| – | – | 0.05% | 392 |
|
|
2019
Q3 | $218K | Hold |
5,470
| – | – | 0.06% | 382 |
|
|
2019
Q2 | $234K | Hold |
5,470
| – | – | 0.05% | 403 |
|
|
2019
Q1 | $242K | Buy |
+5,470
| New | +$242K | 0.05% | 377 |
|
|
2017
Q3 | – | Sell |
-5,957
| Closed | -$236K | – | 294 |
|
|
2017
Q2 | $236K | Buy |
+5,957
| New | +$236K | 0.06% | 343 |
|