CWA
Continuum Wealth Advisors’s iShares Global Consumer Discretionary ETF RXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
1,470
| – | – | 0.13% | 50 |
|
|
2025
Q1 | $261K | Hold |
1,470
| – | – | 0.13% | 47 |
|
|
2024
Q4 | $271K | Hold |
1,470
| – | – | 0.14% | 49 |
|
|
2024
Q3 | $261K | Hold |
1,470
| – | – | 0.14% | 49 |
|
|
2024
Q2 | $236K | Hold |
1,470
| – | – | 0.12% | 52 |
|
|
2024
Q1 | $247K | Sell |
1,470
-396
| -21% | -$66.5K | 0.14% | 56 |
|
|
2023
Q4 | $297K | Hold |
1,866
| – | – | 0.19% | 37 |
|
|
2023
Q3 | $273K | Hold |
1,866
| – | – | 0.19% | 39 |
|
|
2023
Q2 | $292K | Hold |
1,866
| – | – | 0.21% | 39 |
|
|
2023
Q1 | $271K | Hold |
1,866
| – | – | 0.22% | 33 |
|
|
2022
Q4 | $235K | Buy |
+1,866
| New | +$235K | 0.23% | 39 |
|