CAPTRUST Financial Advisors
JXI icon

CAPTRUST Financial Advisors’s iShares Global Utilities ETF JXI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-51
Closed -$3K – 3091
2022
Q2 		$3K Buy
51
+1
+2% +$64 ﹤0.01% 4305
2022
Q1 		$3K Hold
50
– – ﹤0.01% 4359
2021
Q4 		$3K Hold
50
– – ﹤0.01% 4280
2021
Q3 		$3K Hold
50
– – ﹤0.01% 4131
2021
Q2 		$3K Hold
50
– – ﹤0.01% 4035
2021
Q1 		$3K Hold
50
– – ﹤0.01% 3916
2020
Q4 		$3K Hold
50
– – ﹤0.01% 3000
2020
Q3 		$3K Hold
50
– – ﹤0.01% 2665
2020
Q2 		$3K Buy
+50
New +$2.63K ﹤0.01% 2513

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BPC
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WSTAM
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AAS
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