Advisors Preferred’s iShares Global Utilities ETF JXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,169
| Closed | -$865K | – | 242 |
|
|
2024
Q3 | $865K | Buy |
+12,169
| New | +$865K | 0.13% | 81 |
|
|
2020
Q2 | – | Sell |
-521
| Closed | -$26K | – | 157 |
|
|
2020
Q1 | $26K | Sell |
521
-4,271
| -89% | -$213K | 0.02% | 96 |
|
|
2019
Q4 | $281K | Buy |
+4,792
| New | +$281K | 0.08% | 81 |
|
|
2019
Q3 | – | Sell |
-3,157
| Closed | -$172K | – | 257 |
|
|
2019
Q2 | $172K | Buy |
3,157
+2,971
| +1,597% | +$162K | 0.06% | 86 |
|
|
2019
Q1 | $10K | Sell |
186
-504
| -73% | -$27.1K | ﹤0.01% | 187 |
|
|
2018
Q4 | $34K | Buy |
+690
| New | +$34K | 0.04% | 99 |
|
|
2014
Q3 | – | Sell |
-3,323
| Closed | -$167K | – | 299 |
|
|
2014
Q2 | $167K | Buy |
+3,323
| New | +$167K | 0.08% | 89 |
|