Wealthstreet Investment Advisors’s iShares China Large-Cap ETF FXI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$38K	Sell	1,200 -300	-20%	-$10.6K	1.02%	26
2021 Q4	$55K	Hold	1,500	–	–	1.36%	24
2021 Q3	$58K	Sell	1,500 -2,250	-60%	-$93K	1.6%	20
2021 Q2	$173K	Sell	3,750 -36,002	-91%	-$1.66M	0.9%	35
2021 Q1	$1.85M	Buy	39,752 +6,630	+20%	+$329K	0.18%	121
2020 Q4	$1.54M	Buy	33,122 +5,342	+19%	+$244K	0.16%	131
2020 Q3	$1.17M	Buy	27,780 +7,248	+35%	+$312K	0.13%	138
2020 Q2	$815K	Buy	20,532 +6,815	+50%	+$266K	0.1%	161
2020 Q1	$515K	Buy	13,717 +7,810	+132%	+$318K	0.08%	184
2019 Q4	$258K	Buy	+5,907	New	+$246K	0.03%	306
2019 Q2	–	Sell	-6,132	Closed	-$271K	–	346
2019 Q1	$271K	Hold	6,132	–	–	0.04%	290
2018 Q4	$257K	Buy	6,132 +1,000	+19%	+$40.4K	0.04%	283
2018 Q3	$220K	Sell	5,132 -100	-2%	-$4.23K	0.03%	328
2018 Q2	$225K	Buy	5,232 +250	+5%	+$11.7K	0.03%	315
2018 Q1	$235K	Buy	4,982 +457	+10%	+$22.4K	0.03%	312
2017 Q4	$209K	Buy	+4,525	New	+$209K	0.03%	317