Nadler Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,455
| Closed | -$210K | – | 87 |
|
|
2018
Q1 | $210K | Buy |
+4,455
| New | +$210K | 0.06% | 77 |
|
|
2016
Q4 | – | Sell |
-5,635
| Closed | -$214K | – | 83 |
|
|
2016
Q3 | $214K | Sell |
5,635
-1,505
| -21% | -$57.2K | 0.08% | 74 |
|
|
2016
Q2 | $244K | Hold |
7,140
| – | – | 0.1% | 70 |
|
|
2016
Q1 | $241K | Sell |
7,140
-1,000
| -12% | -$33.8K | 0.11% | 71 |
|
|
2015
Q4 | $287K | Hold |
8,140
| – | – | 0.13% | 63 |
|
|
2015
Q3 | $289K | Hold |
8,140
| – | – | 0.14% | 62 |
|
|
2015
Q2 | $375K | Buy |
8,140
+200
| +3% | +$9.21K | 0.18% | 50 |
|
|
2015
Q1 | $353K | Buy |
7,940
+1,625
| +26% | +$72.2K | 0.17% | 54 |
|
|
2014
Q4 | $263K | Buy |
+6,315
| New | +$263K | 0.14% | 64 |
|