Central Valley Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $216K | Hold |
3,307
| – | – | 0.07% | 130 |
|
2025
Q1 | $212K | Buy |
+3,307
| New | +$212K | 0.08% | 121 |
|
2024
Q4 | – | Sell |
-3,307
| Closed | -$217K | – | 140 |
|
2024
Q3 | $217K | Buy |
+3,307
| New | +$217K | 0.12% | 125 |
|
2024
Q2 | – | Sell |
-3,634
| Closed | -$222K | – | 168 |
|
2024
Q1 | $222K | Buy |
+3,634
| New | +$222K | 0.11% | 139 |
|