Wealthcare Advisory Partners’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
3,986
-20
| -0.5% | -$1.65K | 0.01% | 762 |
|
|
2025
Q1 | $296K | Sell |
4,006
-331
| -8% | -$24.5K | 0.01% | 750 |
|
|
2024
Q4 | $313K | Sell |
4,337
-2,499
| -37% | -$180K | 0.01% | 698 |
|
|
2024
Q3 | $536K | Sell |
6,836
-100
| -1% | -$7.85K | 0.02% | 550 |
|
|
2024
Q2 | $499K | Sell |
6,936
-52
| -0.7% | -$3.74K | 0.02% | 539 |
|
|
2024
Q1 | $473K | Sell |
6,988
-1,170
| -14% | -$79.3K | 0.02% | 550 |
|
|
2023
Q4 | $543K | Sell |
8,158
-172
| -2% | -$11.5K | 0.02% | 473 |
|
|
2023
Q3 | $529K | Sell |
8,330
-24
| -0.3% | -$1.52K | 0.02% | 420 |
|
|
2023
Q2 | $555K | Hold |
8,354
| – | – | 0.02% | 422 |
|
|
2023
Q1 | $567K | Sell |
8,354
-27
| -0.3% | -$1.83K | 0.02% | 422 |
|
|
2022
Q4 | $543K | Sell |
8,381
-1,029
| -11% | -$66.7K | 0.03% | 403 |
|
|
2022
Q3 | $551K | Buy |
+9,410
| New | +$551K | 0.03% | 341 |
|
|
2021
Q2 | – | Sell |
-152
| Closed | -$14K | – | 557 |
|
|
2021
Q1 | $14K | Buy |
+152
| New | +$14K | ﹤0.01% | 1331 |
|
|
2020
Q2 | – | Sell |
-262
| Closed | -$16K | – | 325 |
|
|
2020
Q1 | $16K | Hold |
262
| – | – | ﹤0.01% | 782 |
|
|
2019
Q4 | $19K | Hold |
262
| – | – | ﹤0.01% | 768 |
|
|
2019
Q3 | $17K | Hold |
262
| – | – | ﹤0.01% | 784 |
|
|
2019
Q2 | $18K | Hold |
262
| – | – | ﹤0.01% | 745 |
|
|
2019
Q1 | $19K | Hold |
262
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $17K | Hold |
262
| – | – | ﹤0.01% | 659 |
|
|
2018
Q3 | $18K | Hold |
262
| – | – | ﹤0.01% | 702 |
|
|
2018
Q2 | $19K | Buy |
+262
| New | +$19K | ﹤0.01% | 681 |
|