Atticus Wealth 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
Q1 | – | Sell |
-1,000
| Closed | -$64.2K | – | 529 |
|
|
2024
Q4 | $64.2K | Hold |
1,000
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $70.7K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $59.9K | Hold |
1,000
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $59K | Hold |
1,000
| – | – | 0.02% | 227 |
|
|
2023
Q4 | $58.5K | Hold |
1,000
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $54K | Hold |
1,000
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $59.8K | Hold |
1,000
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $60.4K | Hold |
1,000
| – | – | 0.02% | 232 |
|
|
2022
Q4 | $60.2K | Hold |
1,000
| – | – | 0.02% | 231 |
|
|
2022
Q3 | $60K | Hold |
1,000
| – | – | 0.03% | 216 |
|
|
2022
Q2 | $60K | Hold |
1,000
| – | – | 0.02% | 236 |
|
|
2022
Q1 | $66K | Hold |
1,000
| – | – | 0.02% | 224 |
|
|
2021
Q4 | $65K | Hold |
1,000
| – | – | 0.03% | 199 |
|
|
2021
Q3 | $59K | Hold |
1,000
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $59K | Hold |
1,000
| – | – | 0.03% | 213 |
|
|
2021
Q1 | $61K | Hold |
1,000
| – | – | 0.03% | 197 |
|
|
2020
Q4 | $60K | Hold |
1,000
| – | – | 0.03% | 193 |
|
|
2020
Q3 | $56K | Sell |
1,000
-1,000
| -50% | -$56K | 0.03% | 169 |
|
|
2020
Q2 | $107K | Buy |
2,000
+1,000
| +100% | +$53.5K | 0.07% | 124 |
|
|
2020
Q1 | $51K | Sell |
1,000
-1,670
| -63% | -$85.2K | 0.04% | 168 |
|
|
2019
Q4 | $157K | Buy |
+2,670
| New | +$157K | 0.1% | 100 |
|