Perigon Wealth Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,629
| Closed | -$308K | – | 1033 |
|
|
2024
Q4 | $308K | Sell |
16,629
-12,631
| -43% | -$234K | 0.01% | 807 |
|
|
2024
Q3 | $629K | Buy |
+29,260
| New | +$629K | 0.02% | 545 |
|
|
2021
Q1 | – | Sell |
-3,858
| Closed | -$137K | – | 581 |
|
|
2020
Q4 | $137K | Buy |
+3,858
| New | +$137K | 0.02% | 477 |
|
|
2017
Q4 | – | Sell |
-243
| Closed | -$4K | – | 616 |
|
|
2017
Q3 | $4K | Hold |
243
| – | – | ﹤0.01% | 567 |
|
|
2017
Q2 | $4K | Hold |
243
| – | – | ﹤0.01% | 535 |
|
|
2017
Q1 | $3K | Hold |
243
| – | – | ﹤0.01% | 584 |
|
|
2016
Q4 | $3K | Sell |
243
-4,167
| -94% | -$51.4K | ﹤0.01% | 670 |
|
|
2016
Q3 | $54K | Hold |
4,410
| – | – | 0.01% | 302 |
|
|
2016
Q2 | $47K | Buy |
+4,410
| New | +$47K | 0.01% | 286 |
|