Aptus Capital Advisors’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 | $43.4K | Hold |
664
| – | – | ﹤0.01% | 1190 |
|
2025
Q1 | $42.5K | Hold |
664
| – | – | ﹤0.01% | 1125 |
|
2024
Q4 | $40K | Hold |
664
| – | – | ﹤0.01% | 1131 |
|
2024
Q3 | $43.7K | Hold |
664
| – | – | ﹤0.01% | 950 |
|
2024
Q2 | $39.9K | Sell |
664
-264
| -28% | -$15.9K | ﹤0.01% | 915 |
|
2024
Q1 | $56.6K | Buy |
928
+264
| +40% | +$16.1K | ﹤0.01% | 875 |
|
2023
Q4 | $39.4K | Hold |
664
| – | – | ﹤0.01% | 700 |
|
2023
Q3 | $37.9K | Buy |
+664
| New | +$37.9K | ﹤0.01% | 711 |
|
2023
Q1 | – | Sell |
-400
| Closed | -$23.9K | – | 849 |
|
2022
Q4 | $23.9K | Hold |
400
| – | – | ﹤0.01% | 637 |
|
2022
Q3 | $21K | Buy |
+400
| New | +$21K | ﹤0.01% | 608 |
|