Anchor Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.1K | Hold |
1,100
| – | – | 0.01% | 517 |
|
|
2025
Q1 | $76K | Sell |
1,100
-20
| -2% | -$1.38K | 0.01% | 505 |
|
|
2024
Q4 | $71.8K | Hold |
1,120
| – | – | 0.01% | 519 |
|
|
2024
Q3 | $79.2K | Hold |
1,120
| – | – | 0.01% | 507 |
|
|
2024
Q2 | $67.1K | Hold |
1,120
| – | – | 0.01% | 487 |
|
|
2024
Q1 | $66.1K | Hold |
1,120
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $65.5K | Buy |
1,120
+300
| +37% | +$17.5K | 0.01% | 491 |
|
|
2023
Q3 | $44.3K | Buy |
820
+20
| +3% | +$1.08K | 0.01% | 527 |
|
|
2023
Q2 | $47.8K | Hold |
800
| – | – | 0.01% | 516 |
|
|
2023
Q1 | $48.4K | Hold |
800
| – | – | 0.01% | 541 |
|
|
2022
Q4 | $48.1K | Hold |
800
| – | – | 0.01% | 530 |
|
|
2022
Q3 | $43.8K | Hold |
800
| – | – | 0.01% | 526 |
|
|
2022
Q2 | $48.1K | Hold |
800
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $52.7K | Hold |
800
| – | – | 0.01% | 542 |
|
|
2021
Q4 | $51.8K | Hold |
800
| – | – | 0.01% | 560 |
|
|
2021
Q3 | $47.1K | Hold |
800
| – | – | 0.01% | 536 |
|
|
2021
Q2 | $47.6K | Hold |
800
| – | – | 0.01% | 538 |
|
|
2021
Q1 | $48.4K | Hold |
800
| – | – | 0.01% | 516 |
|
|
2020
Q4 | $48.1K | Hold |
800
| – | – | 0.01% | 471 |
|
|
2020
Q3 | $44.9K | Sell |
800
-100
| -11% | -$5.61K | 0.01% | 449 |
|
|
2020
Q2 | $48K | Hold |
900
| – | – | 0.01% | 438 |
|
|
2020
Q1 | $45.6K | Hold |
900
| – | – | 0.01% | 437 |
|
|
2019
Q4 | $52.8K | Sell |
900
-650
| -42% | -$38.2K | 0.01% | 450 |
|
|
2019
Q3 | $90.4K | Hold |
1,550
| – | – | 0.02% | 375 |
|
|
2019
Q2 | $84.6K | Sell |
1,550
-200
| -11% | -$10.9K | 0.02% | 382 |
|
|
2019
Q1 | $94.6K | Hold |
1,750
| – | – | 0.02% | 370 |
|
|
2018
Q4 | $85.9K | Sell |
1,750
-100
| -5% | -$4.91K | 0.02% | 368 |
|
|
2018
Q3 | $91.1K | Hold |
1,850
| – | – | 0.02% | 390 |
|
|
2018
Q2 | $90.6K | Hold |
1,850
| – | – | 0.02% | 397 |
|
|
2018
Q1 | $90.8K | Hold |
1,850
| – | – | 0.02% | 399 |
|
|
2017
Q4 | $91.6K | Hold |
1,850
| – | – | 0.02% | 385 |
|
|
2017
Q3 | $93.8K | Hold |
1,850
| – | – | 0.03% | 365 |
|
|
2017
Q2 | $90.7K | Hold |
1,850
| – | – | 0.03% | 327 |
|
|
2017
Q1 | $89.2K | Hold |
1,850
| – | – | 0.03% | 330 |
|
|
2016
Q4 | $82.7K | Buy |
+1,850
| New | +$82.7K | 0.03% | 330 |
|