Carson Wealth (CWM LLC)’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 | $23K | Hold |
315
| – | – | ﹤0.01% | 3822 |
|
|
2025
Q1 | $22K | Hold |
315
| – | – | ﹤0.01% | 3602 |
|
|
2024
Q4 | $20K | Buy |
315
+4
| +1% | +$254 | ﹤0.01% | 3432 |
|
|
2024
Q3 | $22K | Hold |
311
| – | – | ﹤0.01% | 3296 |
|
|
2024
Q2 | $19K | Buy |
311
+5
| +2% | +$305 | ﹤0.01% | 3145 |
|
|
2024
Q1 | $18K | Hold |
306
| – | – | ﹤0.01% | 2969 |
|
|
2023
Q4 | $18K | Buy |
306
+6
| +2% | +$353 | ﹤0.01% | 2834 |
|
|
2023
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 2833 |
|
|
2023
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 2574 |
|
|
2022
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 2446 |
|
|
2022
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 2378 |
|
|
2022
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 2186 |
|
|
2022
Q1 | $20K | Hold |
300
| – | – | ﹤0.01% | 2082 |
|
|
2021
Q4 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 2020 |
|
|
2021
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2021
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2020
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2020
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2020
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2020
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2019
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2019
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2019
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 1834 |
|
|
2019
Q1 | $18K | Buy |
+300
| New | +$18K | ﹤0.01% | 1834 |
|