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 |
|