Atria Wealth Solutions’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
Q3 | – | Sell |
-10,314
| Closed | -$618K | – | 1967 |
|
|
2024
Q2 | $618K | Buy |
10,314
+5,410
| +110% | +$324K | 0.01% | 1122 |
|
|
2024
Q1 | $290K | Sell |
4,904
-365
| -7% | -$21.6K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $308K | Buy |
5,269
+4
| +0.1% | +$234 | ﹤0.01% | 1474 |
|
|
2023
Q3 | $284K | Hold |
5,265
| – | – | ﹤0.01% | 1440 |
|
|
2023
Q2 | $315K | Sell |
5,265
-30
| -0.6% | -$1.79K | ﹤0.01% | 1402 |
|
|
2023
Q1 | $320K | Hold |
5,295
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q4 | $319K | Buy |
5,295
+3
| +0.1% | +$181 | 0.01% | 1318 |
|
|
2022
Q3 | $290K | Hold |
5,292
| – | – | 0.01% | 1313 |
|
|
2022
Q2 | $318K | Buy |
5,292
+2,011
| +61% | +$121K | 0.01% | 1161 |
|
|
2022
Q1 | $216K | Buy |
+3,281
| New | +$216K | ﹤0.01% | 1541 |
|