Greenleaf Trust’s iShares Global Utilities ETF JXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $625K | Sell |
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|
2019
Q3 | $705K | Hold |
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|
2019
Q2 | $660K | Hold |
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|
2019
Q1 | $653K | Sell |
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|
2018
Q4 | $707K | Sell |
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|
2018
Q3 | $745K | Hold |
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|
2018
Q2 | $741K | Sell |
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|
2018
Q1 | $1.67M | Sell |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $1.84M | Buy |
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|
2017
Q2 | $1.27M | Buy |
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