Avantax Advisory Services’s iShares Global Utilities ETF JXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.97M | Hold |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.8M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $667K | Sell |
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|
2020
Q3 | $1.83M | Buy |
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