Atria Wealth Solutions’s iShares Global Consumer Staples ETF KXI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,135	Closed	-$201K	–	1720
2025 Q1	$201K	Buy	+3,135	New	+$195K	﹤0.01%	1719
2024 Q4	–	Sell	-11,372	Closed	-$748K	–	2049
2024 Q3	$748K	Sell	11,372 -472	-4%	-$29.9K	0.01%	1042
2024 Q2	$712K	Buy	11,844 +6,609	+126%	+$402K	0.01%	1049
2024 Q1	$319K	Sell	5,235 -13,657	-72%	-$816K	﹤0.01%	1518
2023 Q4	$1.12M	Sell	18,892 -3,365	-15%	-$194K	0.01%	817
2023 Q3	$1.27M	Buy	22,257 +2,488	+13%	+$150K	0.02%	718
2023 Q2	$1.21M	Sell	19,769 -7,588	-28%	-$472K	0.02%	761
2023 Q1	$1.69M	Buy	27,357 +20,947	+327%	+$1.25M	0.03%	596
2022 Q4	$382K	Hold	6,410	–	–	0.01%	1224
2022 Q3	$344K	Hold	6,410	–	–	0.01%	1221
2022 Q2	$371K	Buy	+6,410	New	+$388K	0.01%	1113