CFA
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Carroll Financial Associates’s iShares Global Utilities ETF JXI Stock Holding History

Carroll Financial Associates’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
2014
Q3 		– Sell
-1,111
Closed -$56K – 888
2014
Q2 		$56K Hold
1,111
– – 0.02% 310
2014
Q1 		$53K Buy
+1,111
New +$50.4K 0.02% 295
2013
Q4 		– Sell
-1,111
Closed -$48K – 842
2013
Q3 		$48K Buy
+1,111
New +$48K 0.02% 292

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NC
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