Summit Place Financial Advisors’s Matthews China Active ETF MCH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
63,070
+1,090
+2% +$26.7K 0.78% 49
2025
Q1
$1.51M Buy
61,980
+12,875
+26% +$313K 0.85% 43
2024
Q4
$1.08M Sell
49,105
-1,575
-3% -$34.7K 0.62% 54
2024
Q3
$1.25M Sell
50,680
-225
-0.4% -$5.53K 0.69% 51
2024
Q2
$978K Sell
50,905
-9,320
-15% -$179K 0.58% 54
2024
Q1
$1.13M Sell
60,225
-39,200
-39% -$737K 0.66% 53
2023
Q4
$1.89M Buy
+99,425
New +$1.89M 1.24% 36