Cedar Brook Financial Partners’s iShares Global Utilities ETF JXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $969K | Buy |
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|
2020
Q3 | $893K | Buy |
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|
2020
Q2 | $759K | Buy |
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|
2020
Q1 | $712K | Buy |
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|
2019
Q4 | $739K | Buy |
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|
2019
Q3 | $618K | Buy |
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|
2019
Q2 | $286K | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $234K | Buy |
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