RWA Wealth Partners’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,339
| Closed | -$222K | – | 535 |
|
|
2023
Q4 | $222K | Buy |
+3,339
| New | +$222K | ﹤0.01% | 493 |
|
|
2018
Q3 | – | Sell |
-41,903
| Closed | -$3M | – | 231 |
|
|
2018
Q2 | $3M | Sell |
41,903
-3,331
| -7% | -$239K | 0.34% | 75 |
|
|
2018
Q1 | $3.51M | Sell |
45,234
-1,217
| -3% | -$94.4K | 0.45% | 57 |
|
|
2017
Q4 | $3.54M | Sell |
46,451
-16,531
| -26% | -$1.26M | 0.4% | 70 |
|
|
2017
Q3 | $4.55M | Buy |
+62,982
| New | +$4.55M | 0.51% | 56 |
|