Allworth Financial’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 | $61.9K | Buy |
946
+62
| +7% | +$4.05K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $57.9K | Hold |
884
| – | – | ﹤0.01% | 1479 |
|
|
2024
Q4 | $52.7K | Hold |
884
| – | – | ﹤0.01% | 1547 |
|
|
2024
Q3 | $58.1K | Sell |
884
-108
| -11% | -$7.1K | ﹤0.01% | 1337 |
|
|
2024
Q2 | $61.3K | Hold |
992
| – | – | ﹤0.01% | 1283 |
|
|
2024
Q1 | $60.5K | Hold |
992
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q4 | $58.8K | Hold |
992
| – | – | ﹤0.01% | 1140 |
|
|
2023
Q3 | $56.6K | Hold |
992
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q2 | $60.7K | Hold |
992
| – | – | ﹤0.01% | 1058 |
|
|
2023
Q1 | $61.5K | Hold |
992
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q4 | $59.2K | Hold |
992
| – | – | ﹤0.01% | 955 |
|
|
2022
Q3 | $53K | Hold |
992
| – | – | ﹤0.01% | 941 |
|
|
2022
Q2 | $57K | Hold |
992
| – | – | ﹤0.01% | 863 |
|
|
2022
Q1 | $62K | Hold |
992
| – | – | ﹤0.01% | 833 |
|
|
2021
Q4 | $64K | Hold |
992
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $59K | Buy |
+992
| New | +$59K | ﹤0.01% | 740 |
|