LSPW
Lake Street Private Wealth’s iShares MSCI China ETF MCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Buy |
83,682
+1,759
| +2% | +$96.9K | 0.66% | 52 |
|
|
2025
Q1 | $4.46M | Buy |
+81,923
| New | +$4.46M | 0.73% | 47 |
|
|
2024
Q4 | – | Sell |
-61,934
| Closed | -$3.15M | – | 265 |
|
|
2024
Q3 | $3.15M | Sell |
61,934
-6,041
| -9% | -$308K | 0.51% | 56 |
|
|
2024
Q2 | $2.87M | Buy |
67,975
+1,344
| +2% | +$56.7K | 0.37% | 71 |
|
|
2024
Q1 | $2.65M | Buy |
66,631
+10,133
| +18% | +$403K | 0.37% | 75 |
|
|
2023
Q4 | $2.3M | Sell |
56,498
-6,596
| -10% | -$269K | 0.36% | 76 |
|
|
2023
Q3 | $2.71M | Sell |
63,094
-35,693
| -36% | -$1.53M | 0.49% | 57 |
|
|
2023
Q2 | $4.42M | Buy |
98,787
+2,302
| +2% | +$103K | 0.78% | 30 |
|
|
2023
Q1 | $4.81M | Buy |
96,485
+26,045
| +37% | +$1.3M | 0.9% | 25 |
|
|
2022
Q4 | $3.35M | Buy |
70,440
+19,131
| +37% | +$909K | 0.69% | 40 |
|
|
2022
Q3 | $2.18M | Sell |
51,309
-4,617
| -8% | -$197K | 0.5% | 60 |
|
|
2022
Q2 | $3.12M | Buy |
55,926
+4,577
| +9% | +$255K | 0.66% | 42 |
|
|
2022
Q1 | $2.72M | Buy |
51,349
+7,747
| +18% | +$410K | 0.49% | 61 |
|
|
2021
Q4 | $2.74M | Sell |
43,602
-2,439
| -5% | -$153K | 0.48% | 55 |
|
|
2021
Q3 | $3.11M | Sell |
46,041
-27,102
| -37% | -$1.83M | 0.75% | 40 |
|
|
2021
Q2 | $5.98M | Buy |
73,143
+7,627
| +12% | +$624K | 1.52% | 12 |
|
|
2021
Q1 | $5.35M | Buy |
65,516
+7,921
| +14% | +$647K | 1.48% | 12 |
|
|
2020
Q4 | $4.66M | Buy |
57,595
+11,560
| +25% | +$936K | 1.35% | 16 |
|
|
2020
Q3 | $3.41M | Buy |
46,035
+929
| +2% | +$68.9K | 1.15% | 24 |
|
|
2020
Q2 | $2.95M | Buy |
45,106
+4,385
| +11% | +$287K | 1.09% | 27 |
|
|
2020
Q1 | $2.33M | Buy |
+40,721
| New | +$2.33M | 1.06% | 31 |
|