Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-198
| Closed | -$12K | – | 659 |
|
|
2021
Q3 | $12K | Hold |
198
| – | – | ﹤0.01% | 585 |
|
|
2021
Q2 | $12K | Hold |
198
| – | – | ﹤0.01% | 618 |
|
|
2021
Q1 | $12K | Hold |
198
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $12K | Hold |
198
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q3 | $11K | Hold |
198
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $11K | Buy |
+198
| New | +$11K | ﹤0.01% | 487 |
|