OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-144
| Closed | -$6K | – | 749 |
|
|
2019
Q2 | $6K | Sell |
144
-1,238
| -90% | -$51.6K | ﹤0.01% | 1008 |
|
|
2019
Q1 | $61K | Buy |
1,382
+39
| +3% | +$1.72K | 0.01% | 456 |
|
|
2018
Q4 | $52K | Buy |
1,343
+1,054
| +365% | +$40.8K | 0.01% | 451 |
|
|
2018
Q3 | $12K | Buy |
+289
| New | +$12K | ﹤0.01% | 787 |
|
|
2018
Q2 | – | Sell |
-76
| Closed | -$4K | – | 1338 |
|
|
2018
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 1183 |
|
|
2017
Q4 | $3K | Buy |
76
+2
| +3% | +$79 | ﹤0.01% | 1138 |
|
|
2017
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 944 |
|
|
2017
Q2 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 1119 |
|