Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,585
| Closed | -$121K | – | 936 |
|
|
2021
Q1 | $121K | Sell |
2,585
-350
| -12% | -$16.4K | 0.01% | 541 |
|
|
2020
Q4 | $136K | Buy |
2,935
+100
| +4% | +$4.63K | 0.01% | 485 |
|
|
2020
Q3 | $119K | Buy |
2,835
+500
| +21% | +$21K | 0.01% | 421 |
|
|
2020
Q2 | $93K | Buy |
+2,335
| New | +$93K | 0.01% | 504 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$24K | – | 1667 |
|
|
2018
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 660 |
|
|
2017
Q4 | $23K | Buy |
+500
| New | +$23K | ﹤0.01% | 635 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1187 |
|