Lyell Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $309K | Buy |
+4,128
| New | +$309K | 0.02% | 175 |
|
2024
Q2 | – | Sell |
-2,810
| Closed | -$200K | – | 202 |
|
2024
Q1 | $200K | Buy |
+2,810
| New | +$200K | 0.02% | 194 |
|
2022
Q4 | – | Sell |
-5,078
| Closed | -$248K | – | 192 |
|
2022
Q3 | $248K | Sell |
5,078
-558
| -10% | -$27.3K | 0.04% | 168 |
|
2022
Q2 | $298K | Sell |
5,636
-8,886
| -61% | -$470K | 0.05% | 161 |
|
2022
Q1 | $895K | Sell |
14,522
-45,979
| -76% | -$2.83M | 0.12% | 111 |
|
2021
Q4 | $4.05M | Sell |
60,501
-4,726
| -7% | -$316K | 0.46% | 68 |
|
2021
Q3 | $4.58M | Sell |
65,227
-10,970
| -14% | -$771K | 0.56% | 68 |
|
2021
Q2 | $5.15M | Sell |
76,197
-14,034
| -16% | -$948K | 0.64% | 57 |
|
2021
Q1 | $6.18M | Buy |
90,231
+46,912
| +108% | +$3.21M | 0.9% | 46 |
|
2020
Q4 | $2.93M | Buy |
+43,319
| New | +$2.93M | 0.47% | 66 |
|