Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
3,615
-6,640
| -65% | -$244K | ﹤0.01% | 875 |
|
|
2025
Q1 | $368K | Sell |
10,255
-18,300
| -64% | -$656K | 0.01% | 664 |
|
|
2024
Q4 | $869K | Buy |
28,555
+15,657
| +121% | +$477K | 0.03% | 425 |
|
|
2024
Q3 | $410K | Buy |
12,898
+9,396
| +268% | +$299K | 0.01% | 561 |
|
|
2024
Q2 | $91K | Sell |
3,502
-23,224
| -87% | -$604K | ﹤0.01% | 922 |
|
|
2024
Q1 | $643K | Buy |
26,726
+20,191
| +309% | +$486K | 0.01% | 457 |
|
|
2023
Q4 | $142K | Buy |
6,535
+1,651
| +34% | +$35.8K | ﹤0.01% | 886 |
|
|
2023
Q3 | $130K | Buy |
4,884
+4,683
| +2,330% | +$124K | ﹤0.01% | 853 |
|
|
2023
Q2 | $5.47K | Buy |
+201
| New | +$5.47K | ﹤0.01% | 1973 |
|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$34K | – | 2516 |
|
|
2022
Q4 | $34K | Buy |
+1,200
| New | +$34K | ﹤0.01% | 1133 |
|
|
2022
Q3 | – | Sell |
-808
| Closed | -$27K | – | 2333 |
|
|
2022
Q2 | $27K | Sell |
808
-445
| -36% | -$14.9K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $40K | Buy |
1,253
+185
| +17% | +$5.91K | ﹤0.01% | 1531 |
|
|
2021
Q4 | $39K | Buy |
1,068
+274
| +35% | +$10K | ﹤0.01% | 1831 |
|
|
2021
Q3 | $31K | Hold |
794
| – | – | ﹤0.01% | 1671 |
|
|
2021
Q2 | $37K | Sell |
794
-848
| -52% | -$39.5K | ﹤0.01% | 1609 |
|
|
2021
Q1 | $77K | Buy |
+1,642
| New | +$77K | ﹤0.01% | 1510 |
|