SOA Wealth Advisors’s iShares China Large-Cap ETF FXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Sell |
369
-82
| -18% | -$3.01K | ﹤0.01% | 564 |
|
|
2025
Q1 | $16.2K | Hold |
451
| – | – | ﹤0.01% | 507 |
|
|
2024
Q4 | $13.7K | Sell |
451
-91
| -17% | -$2.77K | ﹤0.01% | 511 |
|
|
2024
Q3 | $17.2K | Hold |
542
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $14.1K | Buy |
542
+1
| +0.2% | +$26 | ﹤0.01% | 489 |
|
|
2024
Q1 | $13K | Hold |
541
| – | – | ﹤0.01% | 503 |
|
|
2023
Q4 | $13K | Sell |
541
-139
| -20% | -$3.34K | ﹤0.01% | 489 |
|
|
2023
Q3 | $18K | Hold |
680
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $18.5K | Hold |
680
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $20.1K | Hold |
680
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $19.2K | Buy |
680
+7
| +1% | +$198 | 0.01% | 412 |
|
|
2022
Q3 | $17K | Hold |
673
| – | – | 0.01% | 414 |
|
|
2022
Q2 | $22K | Buy |
673
+1
| +0.1% | +$33 | 0.01% | 366 |
|
|
2022
Q1 | $21K | Sell |
672
-354
| -35% | -$11.1K | 0.01% | 459 |
|
|
2021
Q4 | $37K | Buy |
1,026
+2
| +0.2% | +$72 | 0.01% | 343 |
|
|
2021
Q3 | $39K | Buy |
1,024
+354
| +53% | +$13.5K | 0.01% | 337 |
|
|
2021
Q2 | $31K | Sell |
670
-354
| -35% | -$16.4K | 0.01% | 385 |
|
|
2021
Q1 | $47K | Hold |
1,024
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $53K | Buy |
+1,024
| New | +$53K | 0.01% | 256 |
|