Venturi 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 | – | Sell |
-103,781
| Closed | -$3.72M | – | 567 |
|
2025
Q1 | $3.72M | Sell |
103,781
-9,787
| -9% | -$351K | 0.19% | 63 |
|
2024
Q4 | $3.46M | Buy |
+113,568
| New | +$3.46M | 0.17% | 78 |
|
2023
Q3 | – | Sell |
-121
| Closed | -$3.29K | – | 1351 |
|
2023
Q2 | $3.29K | Sell |
121
-426
| -78% | -$11.6K | ﹤0.01% | 822 |
|
2023
Q1 | $16.2K | Buy |
+547
| New | +$16.2K | ﹤0.01% | 635 |
|