United Capital Financial Advisors’s iShares MSCI China ETF MCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,644
| Closed | -$543K | – | 1237 |
|
|
2021
Q1 | $543K | Buy |
6,644
+1,598
| +32% | +$131K | ﹤0.01% | 826 |
|
|
2020
Q4 | $409K | Buy |
5,046
+462
| +10% | +$37.4K | ﹤0.01% | 900 |
|
|
2020
Q3 | $340K | Sell |
4,584
-837
| -15% | -$62.1K | ﹤0.01% | 920 |
|
|
2020
Q2 | $355K | Buy |
5,421
+200
| +4% | +$13.1K | ﹤0.01% | 961 |
|
|
2020
Q1 | $299K | Buy |
5,221
+200
| +4% | +$11.5K | ﹤0.01% | 966 |
|
|
2019
Q4 | $322K | Sell |
5,021
-114
| -2% | -$7.31K | ﹤0.01% | 1106 |
|
|
2019
Q3 | $288K | Buy |
5,135
+114
| +2% | +$6.39K | ﹤0.01% | 1078 |
|
|
2019
Q2 | $299K | Hold |
5,021
| – | – | ﹤0.01% | 1196 |
|
|
2019
Q1 | $308K | Hold |
5,021
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q4 | $264K | Buy |
5,021
+437
| +10% | +$23K | ﹤0.01% | 1110 |
|
|
2018
Q3 | $275K | Sell |
4,584
-58
| -1% | -$3.48K | ﹤0.01% | 1140 |
|
|
2018
Q2 | $300K | Sell |
4,642
-48
| -1% | -$3.1K | ﹤0.01% | 1079 |
|
|
2018
Q1 | $322K | Hold |
4,690
| – | – | ﹤0.01% | 1067 |
|
|
2017
Q4 | $311K | Sell |
4,690
-55,757
| -92% | -$3.7M | ﹤0.01% | 1099 |
|
|
2017
Q3 | $3.81M | Buy |
60,447
+55,732
| +1,182% | +$3.52M | 0.03% | 434 |
|
|
2017
Q2 | $258K | Buy |
+4,715
| New | +$258K | ﹤0.01% | 1122 |
|