AE Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.4K | Buy |
1,016
+383
| +61% | +$25K | ﹤0.01% | 1566 |
|
|
2025
Q1 | $40.5K | Hold |
633
| – | – | ﹤0.01% | 1615 |
|
|
2024
Q4 | $38.2K | Buy |
+633
| New | +$38.2K | ﹤0.01% | 1600 |
|
|
2021
Q3 | – | Sell |
-7,733
| Closed | -$473K | – | 1654 |
|
|
2021
Q2 | $473K | Buy |
7,733
+295
| +4% | +$18K | ﹤0.01% | 1157 |
|
|
2021
Q1 | $432K | Buy |
7,438
+162
| +2% | +$9.41K | ﹤0.01% | 1086 |
|
|
2020
Q4 | $424K | Buy |
7,276
+653
| +10% | +$38.1K | ﹤0.01% | 1012 |
|
|
2020
Q3 | $367K | Sell |
6,623
-2,736
| -29% | -$152K | 0.01% | 968 |
|
|
2020
Q2 | $484K | Buy |
+9,359
| New | +$484K | 0.01% | 890 |
|