SWM
Selective Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,853
| Closed | -$79K | – | 477 |
|
|
2022
Q3 | $79K | Hold |
1,853
| – | – | 0.03% | 238 |
|
|
2022
Q2 | $103K | Buy |
1,853
+1,143
| +161% | +$63.5K | 0.04% | 214 |
|
|
2022
Q1 | $38K | Hold |
710
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $45K | Hold |
710
| – | – | 0.02% | 287 |
|
|
2021
Q3 | $48K | Hold |
710
| – | – | 0.03% | 259 |
|
|
2021
Q2 | $59K | Hold |
710
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $58K | Hold |
710
| – | – | 0.05% | 115 |
|
|
2020
Q4 | $57K | Hold |
710
| – | – | 0.04% | 106 |
|
|
2020
Q3 | $53K | Hold |
710
| – | – | 0.04% | 97 |
|
|
2020
Q2 | $46K | Hold |
710
| – | – | 0.04% | 111 |
|
|
2020
Q1 | $41K | Hold |
710
| – | – | 0.06% | 71 |
|
|
2019
Q4 | $46K | Hold |
710
| – | – | 0.06% | 80 |
|
|
2019
Q3 | $40K | Buy |
+710
| New | +$40K | 0.06% | 87 |
|