United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-72,403
| Closed | -$1.75M | – | 1344 |
|
|
2018
Q2 | $1.75M | Sell |
72,403
-3,234
| -4% | -$78.3K | 0.01% | 621 |
|
|
2018
Q1 | $1.91M | Sell |
75,637
-2,048
| -3% | -$51.8K | 0.01% | 602 |
|
|
2017
Q4 | $1.98M | Sell |
77,685
-9,281
| -11% | -$236K | 0.02% | 588 |
|
|
2017
Q3 | $2.15M | Sell |
86,966
-4,886
| -5% | -$121K | 0.02% | 553 |
|
|
2017
Q2 | $2.15M | Sell |
91,852
-7,475
| -8% | -$175K | 0.02% | 550 |
|
|
2017
Q1 | $2.21M | Buy |
99,327
+35,451
| +55% | +$789K | 0.02% | 542 |
|
|
2016
Q4 | $1.24M | Buy |
+63,876
| New | +$1.24M | 0.01% | 686 |
|
|
2016
Q3 | – | Sell |
-47,866
| Closed | -$957K | – | 1271 |
|
|
2016
Q2 | $957K | Buy |
+47,866
| New | +$957K | 0.01% | 746 |
|
|
2015
Q3 | – | Sell |
-104,180
| Closed | -$2.35M | – | 1264 |
|
|
2015
Q2 | $2.35M | Sell |
104,180
-3,499
| -3% | -$78.9K | 0.03% | 541 |
|
|
2015
Q1 | $2.56M | Buy |
+107,679
| New | +$2.56M | 0.03% | 500 |
|