Creative Planning’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 | $221K | Hold |
3,000
| – | – | ﹤0.01% | 3141 |
|
|
2025
Q1 | $207K | Buy |
+3,000
| New | +$207K | ﹤0.01% | 3032 |
|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$212K | – | 3613 |
|
|
2024
Q3 | $212K | Buy |
+3,000
| New | +$212K | ﹤0.01% | 2788 |
|
|
2017
Q3 | – | Sell |
-3,122
| Closed | -$153K | – | 2764 |
|
|
2017
Q2 | $153K | Buy |
3,122
+3,092
| +10,307% | +$152K | ﹤0.01% | 1668 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 4340 |
|
|
2016
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 4299 |
|
|
2016
Q3 | $1K | Sell |
30
-75
| -71% | -$2.5K | ﹤0.01% | 4232 |
|
|
2016
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 3577 |
|
|
2016
Q1 | $5K | Hold |
105
| – | – | ﹤0.01% | 3534 |
|
|
2015
Q4 | $5K | Sell |
105
-500
| -83% | -$23.8K | ﹤0.01% | 3613 |
|
|
2015
Q3 | $27K | Buy |
+605
| New | +$27K | ﹤0.01% | 2482 |
|
|
2015
Q2 | – | Sell |
-605
| Closed | -$28K | – | 1999 |
|
|
2015
Q1 | $28K | Hold |
605
| – | – | ﹤0.01% | 2430 |
|
|
2014
Q4 | $30K | Buy |
605
+500
| +476% | +$24.8K | ﹤0.01% | 2324 |
|
|
2014
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 3231 |
|
|
2014
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 3133 |
|
|
2014
Q1 | $5K | Buy |
105
+75
| +250% | +$3.57K | ﹤0.01% | 3014 |
|
|
2013
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 3211 |
|
|
2013
Q3 | $1K | Sell |
30
-65
| -68% | -$2.17K | ﹤0.01% | 3089 |
|
|
2013
Q2 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 2622 |
|