Steward Partners Investment Advisory’s iShares MSCI Hong Kong ETF EWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Hold |
616
| – | – | ﹤0.01% | 3124 |
|
|
2025
Q1 | $10.8K | Sell |
616
-773
| -56% | -$13.5K | ﹤0.01% | 3058 |
|
|
2024
Q4 | $23.1K | Buy |
1,389
+1,139
| +456% | +$19K | ﹤0.01% | 2716 |
|
|
2024
Q3 | $4.67K | Hold |
250
| – | – | ﹤0.01% | 3210 |
|
|
2024
Q2 | $3.83K | Hold |
250
| – | – | ﹤0.01% | 3126 |
|
|
2024
Q1 | $3.89K | Sell |
250
-2
| -0.8% | -$31 | ﹤0.01% | 3118 |
|
|
2023
Q4 | $4.37K | Buy |
252
+2
| +0.8% | +$35 | ﹤0.01% | 3009 |
|
|
2023
Q3 | $4.29K | Buy |
250
+150
| +150% | +$2.57K | ﹤0.01% | 2879 |
|
|
2023
Q2 | $1.93K | Hold |
100
| – | – | ﹤0.01% | 3028 |
|
|
2023
Q1 | $2.06K | Hold |
100
| – | – | ﹤0.01% | 3017 |
|
|
2022
Q4 | $2.1K | Hold |
100
| – | – | ﹤0.01% | 3010 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3012 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2992 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3075 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3012 |
|
|
2021
Q3 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 2976 |
|
|
2021
Q2 | $8K | Sell |
300
-1,504
| -83% | -$40.1K | ﹤0.01% | 6308 |
|
|
2021
Q1 | $48K | Hold |
1,804
| – | – | ﹤0.01% | 2008 |
|
|
2020
Q4 | $44K | Buy |
1,804
+13
| +0.7% | +$317 | ﹤0.01% | 1721 |
|
|
2020
Q3 | $39K | Hold |
1,791
| – | – | ﹤0.01% | 1610 |
|
|
2020
Q2 | $38K | Sell |
1,791
-4,740
| -73% | -$101K | ﹤0.01% | 1526 |
|
|
2020
Q1 | $130K | Hold |
6,531
| – | – | ﹤0.01% | 912 |
|
|
2019
Q4 | $158K | Buy |
6,531
+12
| +0.2% | +$290 | ﹤0.01% | 955 |
|
|
2019
Q3 | $147K | Sell |
6,519
-100
| -2% | -$2.26K | 0.01% | 944 |
|
|
2019
Q2 | $171K | Buy |
+6,619
| New | +$171K | 0.01% | 866 |
|
|
2018
Q4 | – | Sell |
-7,556
| Closed | -$181K | – | 1189 |
|
|
2018
Q3 | $181K | Sell |
7,556
-1,633
| -18% | -$39.1K | 0.01% | 747 |
|
|
2018
Q2 | $222K | Buy |
9,189
+32
| +0.3% | +$773 | 0.01% | 634 |
|
|
2018
Q1 | $231K | Buy |
9,157
+1,595
| +21% | +$40.2K | 0.02% | 587 |
|
|
2017
Q4 | $192K | Buy |
7,562
+54
| +0.7% | +$1.37K | 0.01% | 523 |
|
|
2017
Q3 | $185K | Hold |
7,508
| – | – | 0.02% | 451 |
|
|
2017
Q2 | $175K | Buy |
7,508
+189
| +3% | +$4.41K | 0.02% | 422 |
|
|
2017
Q1 | $162K | Buy |
+7,319
| New | +$162K | 0.02% | 354 |
|