Gladstone Institutional Advisory’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 | $287K | Buy |
+3,894
| New | +$287K | 0.01% | 619 |
|
|
2024
Q3 | – | Sell |
-3,881
| Closed | -$232K | – | 707 |
|
|
2024
Q2 | $232K | Sell |
3,881
-925
| -19% | -$55.4K | 0.01% | 595 |
|
|
2024
Q1 | $284K | Buy |
4,806
+784
| +19% | +$46.3K | 0.02% | 540 |
|
|
2023
Q4 | $235K | Sell |
4,022
-775
| -16% | -$45.3K | 0.01% | 583 |
|
|
2023
Q3 | $259K | Buy |
+4,797
| New | +$259K | 0.02% | 520 |
|