Upper Left Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
7,007
-493
| -7% | -$18.1K | 0.17% | 60 |
|
|
2025
Q1 | $269K | Sell |
7,500
-799
| -10% | -$28.6K | 0.19% | 57 |
|
|
2024
Q4 | $253K | Sell |
8,299
-3,464
| -29% | -$105K | 0.22% | 56 |
|
|
2024
Q3 | $311K | Sell |
11,763
-1,640
| -12% | -$43.4K | 0.27% | 52 |
|
|
2024
Q2 | $348K | Buy |
13,403
+163
| +1% | +$4.24K | 0.31% | 49 |
|
|
2024
Q1 | $319K | Sell |
13,240
-2,410
| -15% | -$58K | 0.3% | 49 |
|
|
2023
Q4 | $376K | Buy |
15,650
+6
| +0% | +$144 | 0.37% | 50 |
|
|
2023
Q3 | $415K | Buy |
15,644
+119
| +0.8% | +$3.16K | 0.43% | 43 |
|
|
2023
Q2 | $422K | Sell |
15,525
-790
| -5% | -$21.5K | 0.47% | 42 |
|
|
2023
Q1 | $482K | Sell |
16,315
-2,143
| -12% | -$63.3K | 0.55% | 38 |
|
|
2022
Q4 | $522K | Buy |
+18,458
| New | +$522K | 0.62% | 37 |
|