Strait & Sound 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 | $1.24M | Buy |
33,815
+764
| +2% | +$28.1K | 0.53% | 46 |
|
2025
Q1 | $1.18M | Buy |
33,051
+7,825
| +31% | +$280K | 0.55% | 41 |
|
2024
Q4 | $768K | Buy |
25,226
+3,050
| +14% | +$92.8K | 0.36% | 54 |
|
2024
Q3 | $705K | Buy |
22,176
+6,833
| +45% | +$217K | 0.34% | 55 |
|
2024
Q2 | $399K | Buy |
+15,343
| New | +$399K | 0.2% | 82 |
|
2023
Q4 | – | Sell |
-7,800
| Closed | -$207K | – | 132 |
|
2023
Q3 | $207K | Hold |
7,800
| – | – | 0.18% | 126 |
|
2023
Q2 | $212K | Hold |
7,800
| – | – | 0.21% | 99 |
|
2023
Q1 | $230K | Hold |
7,800
| – | – | 0.23% | 100 |
|
2022
Q4 | $245K | Buy |
+7,800
| New | +$245K | 0.27% | 91 |
|