United Capital Financial Advisors’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $456K | Sell |
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|
2021
Q3 | $491K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $597K | Buy |
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|
2020
Q3 | $531K | Hold |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $474K | Buy |
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|
2019
Q4 | $549K | Sell |
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|
2019
Q3 | $524K | Buy |
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|
2019
Q2 | $532K | Buy |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $251K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.46M | Sell |
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|
2016
Q3 | $40M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $208K | Sell |
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|
2015
Q3 | $258K | Sell |
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|
2015
Q2 | $35M | Sell |
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|
2015
Q1 | $40M | Buy |
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|
2014
Q4 | $28.3M | Buy |
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|
2014
Q3 | $23.9M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $221K | Sell |
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|
2013
Q4 | $241K | Buy |
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