Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-742
| Closed | -$46K | – | 2095 |
|
|
2023
Q1 | $46K | Hold |
742
| – | – | ﹤0.01% | 1752 |
|
|
2022
Q4 | $44.3K | Buy |
+742
| New | +$44.3K | ﹤0.01% | 1682 |
|
|
2020
Q4 | – | Sell |
-4,988
| Closed | -$276K | – | 970 |
|
|
2020
Q3 | $276K | Buy |
4,988
+233
| +5% | +$12.9K | 0.03% | 463 |
|
|
2020
Q2 | $246K | Buy |
+4,755
| New | +$246K | 0.03% | 469 |
|