Avantax Advisory Services’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
Q2 | $1.94M | Sell |
26,270
-725
| -3% | -$53.5K | 0.01% | 817 |
|
|
2025
Q1 | $1.87M | Sell |
26,995
-654
| -2% | -$45.2K | 0.01% | 772 |
|
|
2024
Q4 | $1.77M | Sell |
27,649
-210
| -0.8% | -$13.5K | 0.01% | 767 |
|
|
2024
Q3 | $1.97M | Hold |
27,859
| – | – | 0.01% | 705 |
|
|
2024
Q2 | $1.67M | Sell |
27,859
-127
| -0.5% | -$7.6K | 0.01% | 734 |
|
|
2024
Q1 | $1.65M | Sell |
27,986
-485
| -2% | -$28.6K | 0.01% | 589 |
|
|
2023
Q4 | $1.66M | Sell |
28,471
-864
| -3% | -$50.5K | 0.02% | 559 |
|
|
2023
Q3 | $1.58M | Buy |
29,335
+24
| +0.1% | +$1.3K | 0.02% | 536 |
|
|
2023
Q2 | $1.75M | Sell |
29,311
-258
| -0.9% | -$15.4K | 0.02% | 495 |
|
|
2023
Q1 | $1.79M | Sell |
29,569
-311
| -1% | -$18.8K | 0.02% | 471 |
|
|
2022
Q4 | $1.8M | Buy |
29,880
+398
| +1% | +$23.9K | 0.02% | 452 |
|
|
2022
Q3 | $1.61M | Buy |
29,482
+976
| +3% | +$53.4K | 0.02% | 424 |
|
|
2022
Q2 | $1.71M | Buy |
28,506
+759
| +3% | +$45.6K | 0.03% | 412 |
|
|
2022
Q1 | $1.83M | Buy |
27,747
+1,455
| +6% | +$95.9K | 0.03% | 398 |
|
|
2021
Q4 | $1.7M | Buy |
26,292
+1,309
| +5% | +$84.7K | 0.03% | 396 |
|
|
2021
Q3 | $1.48M | Buy |
24,983
+1,864
| +8% | +$111K | 0.02% | 398 |
|
|
2021
Q2 | $1.38M | Buy |
23,119
+2,935
| +15% | +$176K | 0.03% | 407 |
|
|
2021
Q1 | $1.21M | Buy |
20,184
+9,051
| +81% | +$544K | 0.03% | 387 |
|
|
2020
Q4 | $667K | Sell |
11,133
-21,592
| -66% | -$1.29M | 0.02% | 469 |
|
|
2020
Q3 | $1.83M | Buy |
+32,725
| New | +$1.83M | 0.03% | 380 |
|