Cedar Brook Financial Partners’s iShares Global Consumer Staples ETF KXI 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 | $1.03M | Buy |
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|
2023
Q4 | $993K | Buy |
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|
2023
Q3 | $808K | Hold |
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|
2023
Q2 | $866K | Buy |
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|
2023
Q1 | $868K | Buy |
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|
2022
Q4 | $833K | Sell |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $813K | Buy |
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|
2022
Q1 | $826K | Buy |
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|
2021
Q4 | $834K | Buy |
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|
2021
Q3 | $526K | Sell |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $556K | Buy |
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|
2020
Q4 | $468K | Buy |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $308K | Buy |
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