IWA
Intercontinental Wealth Advisors’s iShares MSCI China ETF MCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $215K | Sell |
4,802
-97
| -2% | -$4.34K | 0.05% | 296 |
|
|
2023
Q1 | $244K | Hold |
4,899
| – | – | 0.06% | 282 |
|
|
2022
Q4 | $233K | Hold |
4,899
| – | – | 0.07% | 254 |
|
|
2022
Q3 | $209K | Sell |
4,899
-260
| -5% | -$11.1K | 0.07% | 256 |
|
|
2022
Q2 | $288K | Buy |
+5,159
| New | +$288K | 0.08% | 236 |
|
|
2020
Q2 | – | Sell |
-8,577
| Closed | -$491K | – | 187 |
|
|
2020
Q1 | $491K | Buy |
8,577
+2,030
| +31% | +$116K | 0.26% | 88 |
|
|
2019
Q4 | $414K | Sell |
6,547
-2,147
| -25% | -$136K | 0.35% | 52 |
|
|
2019
Q3 | $488K | Hold |
8,694
| – | – | 0.3% | 61 |
|
|
2019
Q2 | $517K | Sell |
8,694
-4,435
| -34% | -$264K | 0.27% | 55 |
|
|
2019
Q1 | $820K | Hold |
13,129
| – | – | 0.41% | 41 |
|
|
2018
Q4 | $691K | Sell |
13,129
-1,100
| -8% | -$57.9K | 0.39% | 43 |
|
|
2018
Q3 | $852K | Sell |
14,229
-260
| -2% | -$15.6K | 0.43% | 42 |
|
|
2018
Q2 | $936K | Hold |
14,489
| – | – | 0.52% | 38 |
|
|
2018
Q1 | $994K | Sell |
14,489
-18,856
| -57% | -$1.29M | 0.58% | 38 |
|
|
2017
Q4 | $2.22M | Hold |
33,345
| – | – | 1.24% | 20 |
|
|
2017
Q3 | $2.1M | Buy |
33,345
+440
| +1% | +$27.8K | 1.28% | 22 |
|
|
2017
Q2 | $1.8M | Buy |
32,905
+19,310
| +142% | +$1.06M | 1.16% | 25 |
|
|
2017
Q1 | $679K | Buy |
+13,595
| New | +$679K | 0.41% | 53 |
|