Sage Mountain Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,855
| Closed | -$137K | – | 495 |
|
2025
Q1 | $137K | Hold |
1,855
| – | – | 0.01% | 400 |
|
2024
Q4 | $134K | Sell |
1,855
-745
| -29% | -$53.8K | 0.01% | 395 |
|
2024
Q3 | $204K | Hold |
2,600
| – | – | 0.02% | 382 |
|
2024
Q2 | $187K | Buy |
+2,600
| New | +$187K | 0.02% | 339 |
|
2021
Q3 | – | Sell |
-389
| Closed | -$37K | – | 575 |
|
2021
Q2 | $37K | Hold |
389
| – | – | 0.01% | 484 |
|
2021
Q1 | $36K | Buy |
+389
| New | +$36K | 0.01% | 418 |
|