Atria Wealth Solutions’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 | – | Sell |
-3,135
| Closed | -$201K | – | 1717 |
|
|
2025
Q1 | $201K | Buy |
+3,135
| New | +$201K | ﹤0.01% | 1710 |
|
|
2024
Q4 | – | Sell |
-11,372
| Closed | -$748K | – | 2018 |
|
|
2024
Q3 | $748K | Sell |
11,372
-472
| -4% | -$31K | 0.01% | 1035 |
|
|
2024
Q2 | $712K | Buy |
11,844
+6,609
| +126% | +$397K | 0.01% | 1041 |
|
|
2024
Q1 | $319K | Sell |
5,235
-13,657
| -72% | -$833K | ﹤0.01% | 1510 |
|
|
2023
Q4 | $1.12M | Sell |
18,892
-3,365
| -15% | -$200K | 0.01% | 811 |
|
|
2023
Q3 | $1.27M | Buy |
22,257
+2,488
| +13% | +$142K | 0.02% | 715 |
|
|
2023
Q2 | $1.21M | Sell |
19,769
-7,588
| -28% | -$464K | 0.02% | 758 |
|
|
2023
Q1 | $1.69M | Buy |
27,357
+20,947
| +327% | +$1.3M | 0.03% | 595 |
|
|
2022
Q4 | $382K | Hold |
6,410
| – | – | 0.01% | 1216 |
|
|
2022
Q3 | $344K | Hold |
6,410
| – | – | 0.01% | 1213 |
|
|
2022
Q2 | $371K | Buy |
+6,410
| New | +$371K | 0.01% | 1088 |
|