BWM
BigSur Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
1,600
| – | – | 0.03% | 148 |
|
|
2025
Q1 | $102K | Hold |
1,600
| – | – | 0.03% | 147 |
|
|
2024
Q4 | $96.5K | Hold |
1,600
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $105K | Buy |
+1,600
| New | +$105K | 0.03% | 152 |
|
|
2024
Q2 | – | Sell |
-1,600
| Closed | -$97.6K | – | 154 |
|
|
2024
Q1 | $97.6K | Hold |
1,600
| – | – | 0.03% | 142 |
|
|
2023
Q4 | $94.9K | Buy |
+1,600
| New | +$94.9K | 0.05% | 111 |
|