Perigon Wealth Management’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
2024
Q2
Sell
-32,918
Closed -$792K 879
2024
Q1
$792K Buy
+32,918
New +$792K 0.02% 422
2017
Q4
Sell
-102
Closed -$4K 633
2017
Q3
$4K Hold
102
﹤0.01% 571
2017
Q2
$4K Hold
102
﹤0.01% 539
2017
Q1
$4K Hold
102
﹤0.01% 577
2016
Q4
$4K Sell
102
-1,378
-93% -$54K ﹤0.01% 660
2016
Q3
$56K Hold
1,480
0.01% 298
2016
Q2
$51K Buy
+1,480
New +$51K 0.01% 279