Barry Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,538
| Closed | -$370K | – | 76 |
|
|
2018
Q4 | $370K | Sell |
7,538
-119
| -2% | -$5.84K | 0.14% | 54 |
|
|
2018
Q3 | $377K | Sell |
7,657
-19
| -0.2% | -$935 | 0.13% | 51 |
|
|
2018
Q2 | $376K | Sell |
7,676
-4,999
| -39% | -$245K | 0.14% | 50 |
|
|
2018
Q1 | $622K | Buy |
12,675
+4,249
| +50% | +$209K | 0.24% | 41 |
|
|
2017
Q4 | $417K | Buy |
+8,426
| New | +$417K | 0.15% | 50 |
|