WealthPLAN Partners’s Matthews China Active ETF MCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-143,256
| Closed | -$2.73M | – | 332 |
|
|
2023
Q4 | $2.73M | Sell |
143,256
-3,430
| -2% | -$65.3K | 0.28% | 97 |
|
|
2023
Q3 | $3.01M | Buy |
146,686
+4,985
| +4% | +$102K | 0.35% | 80 |
|
|
2023
Q2 | $2.96M | Buy |
141,701
+17,614
| +14% | +$368K | 0.42% | 67 |
|
|
2023
Q1 | $2.99M | Buy |
124,087
+590
| +0.5% | +$14.2K | 0.34% | 78 |
|
|
2022
Q4 | $3.24M | Buy |
+123,497
| New | +$3.24M | 0.23% | 89 |
|