Upper Left Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,835
| Closed | -$392K | – | 59 |
|
|
2024
Q2 | $392K | Buy |
5,835
+292
| +5% | +$19.6K | 0.35% | 47 |
|
|
2024
Q1 | $337K | Sell |
5,543
-34,819
| -86% | -$2.11M | 0.31% | 47 |
|
|
2023
Q4 | $2.34M | Buy |
40,362
+1,457
| +4% | +$84.5K | 2.29% | 17 |
|
|
2023
Q3 | $2.16M | Buy |
38,905
+1,521
| +4% | +$84.3K | 2.24% | 17 |
|
|
2023
Q2 | $2.23M | Sell |
37,384
-267
| -0.7% | -$15.9K | 2.48% | 18 |
|
|
2023
Q1 | $2.33M | Buy |
37,651
+504
| +1% | +$31.2K | 2.65% | 17 |
|
|
2022
Q4 | $2.11M | Sell |
37,147
-4,179
| -10% | -$237K | 2.49% | 17 |
|
|
2022
Q3 | $2.08M | Buy |
41,326
+4,586
| +12% | +$231K | 2.71% | 17 |
|
|
2022
Q2 | $2.31M | Sell |
36,740
-1,268
| -3% | -$79.6K | 2.67% | 14 |
|
|
2022
Q1 | $2.65M | Sell |
38,008
-7,850
| -17% | -$546K | 2.74% | 16 |
|
|
2021
Q4 | $3.55M | Buy |
+45,858
| New | +$3.55M | 3.54% | 13 |
|