ULWM
Upper Left Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
90,240
-833
| -0.9% | -$45.9K | 3.32% | 8 |
|
|
2025
Q1 | $4.95M | Buy |
91,073
+7,829
| +9% | +$426K | 3.55% | 7 |
|
|
2024
Q4 | $3.9M | Sell |
83,244
-2,269
| -3% | -$106K | 3.34% | 12 |
|
|
2024
Q3 | $3.58M | Sell |
85,513
-3,894
| -4% | -$163K | 3.13% | 12 |
|
|
2024
Q2 | $3.77M | Buy |
89,407
+2,036
| +2% | +$85.9K | 3.41% | 11 |
|
|
2024
Q1 | $3.47M | Buy |
87,371
+49,078
| +128% | +$1.95M | 3.22% | 14 |
|
|
2023
Q4 | $1.56M | Sell |
38,293
-484
| -1% | -$19.7K | 1.53% | 22 |
|
|
2023
Q3 | $1.68M | Buy |
38,777
+5,999
| +18% | +$260K | 1.75% | 19 |
|
|
2023
Q2 | $1.47M | Buy |
32,778
+3,759
| +13% | +$168K | 1.63% | 22 |
|
|
2023
Q1 | $1.45M | Sell |
29,019
-746
| -3% | -$37.2K | 1.64% | 21 |
|
|
2022
Q4 | $1.41M | Buy |
29,765
+1,669
| +6% | +$79.3K | 1.67% | 20 |
|
|
2022
Q3 | $1.2M | Buy |
28,096
+7,761
| +38% | +$331K | 1.56% | 22 |
|
|
2022
Q2 | $1.14M | Sell |
20,335
-2,506
| -11% | -$140K | 1.31% | 24 |
|
|
2022
Q1 | $1.25M | Buy |
22,841
+19,468
| +577% | +$1.07M | 1.3% | 25 |
|
|
2021
Q4 | $212K | Buy |
+3,373
| New | +$212K | 0.21% | 49 |
|