Intercontinental Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $224K | Hold |
8,245
| – | – | 0.05% | 293 |
|
|
2023
Q1 | $243K | Buy |
+8,245
| New | +$243K | 0.06% | 283 |
|
|
2020
Q1 | – | Sell |
-303
| Closed | -$13K | – | 212 |
|
|
2019
Q4 | $13K | Sell |
303
-2,822
| -90% | -$121K | 0.01% | 253 |
|
|
2019
Q3 | $124K | Hold |
3,125
| – | – | 0.08% | 154 |
|
|
2019
Q2 | $134K | Buy |
+3,125
| New | +$134K | 0.07% | 149 |
|
|
2019
Q1 | – | Sell |
-14,326
| Closed | -$560K | – | 440 |
|
|
2018
Q4 | $560K | Buy |
+14,326
| New | +$560K | 0.31% | 48 |
|
|
2018
Q1 | – | Sell |
-7,800
| Closed | -$360K | – | 142 |
|
|
2017
Q4 | $360K | Buy |
+7,800
| New | +$360K | 0.2% | 73 |
|