Obermeyer Wealth Partners’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,370
| Closed | -$244K | – | 226 |
|
|
2022
Q2 | $244K | Sell |
4,370
-2,449
| -36% | -$137K | 0.02% | 172 |
|
|
2022
Q1 | $361K | Hold |
6,819
| – | – | 0.02% | 146 |
|
|
2021
Q4 | $428K | Hold |
6,819
| – | – | 0.02% | 131 |
|
|
2021
Q3 | $460K | Hold |
6,819
| – | – | 0.03% | 127 |
|
|
2021
Q2 | $562K | Sell |
6,819
-6,060
| -47% | -$499K | 0.03% | 117 |
|
|
2021
Q1 | $1.05M | Buy |
+12,879
| New | +$1.05M | 0.06% | 74 |
|