Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $338K | Sell |
4,697
-153
| -3% | -$11K | 0.15% | 70 |
|
|
2024
Q1 | $329K | Sell |
4,850
-459
| -9% | -$31.1K | 0.15% | 78 |
|
|
2023
Q4 | $353K | Buy |
5,309
+37
| +0.7% | +$2.46K | 0.16% | 79 |
|
|
2023
Q3 | $335K | Buy |
5,272
+251
| +5% | +$15.9K | 0.17% | 74 |
|
|
2023
Q2 | $334K | Hold |
5,021
| – | – | 0.16% | 72 |
|
|
2023
Q1 | $341K | Buy |
5,021
+90
| +2% | +$6.11K | 0.18% | 74 |
|
|
2022
Q4 | $319K | Buy |
+4,931
| New | +$319K | 0.18% | 72 |
|