Cambridge Investment Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
+3,455
| New | +$255K | ﹤0.01% | 3118 |
|
|
2025
Q1 | – | Sell |
-3,278
| Closed | -$210K | – | 3568 |
|
|
2024
Q4 | $210K | Buy |
3,278
+3
| +0.1% | +$192 | ﹤0.01% | 3166 |
|
|
2024
Q3 | $232K | Buy |
+3,275
| New | +$232K | ﹤0.01% | 3025 |
|
|
2023
Q3 | – | Sell |
-3,842
| Closed | -$230K | – | 3209 |
|
|
2023
Q2 | $230K | Buy |
+3,842
| New | +$230K | ﹤0.01% | 2762 |
|
|
2023
Q1 | – | Sell |
-3,332
| Closed | -$200K | – | 3202 |
|
|
2022
Q4 | $200K | Buy |
+3,332
| New | +$200K | ﹤0.01% | 2760 |
|
|
2022
Q3 | – | Sell |
-54,165
| Closed | -$3.26M | – | 3117 |
|
|
2022
Q2 | $3.26M | Buy |
54,165
+50,925
| +1,572% | +$3.06M | 0.02% | 798 |
|
|
2022
Q1 | $213K | Sell |
3,240
-58,810
| -95% | -$3.87M | ﹤0.01% | 2817 |
|
|
2021
Q4 | $4.02M | Buy |
+62,050
| New | +$4.02M | 0.02% | 751 |
|