IBEX Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-563
| Closed | -$34K | – | 327 |
|
2021
Q3 | $34K | Buy |
+563
| New | +$34K | 0.01% | 289 |
|
2019
Q3 | – | Sell |
-537
| Closed | -$28K | – | 229 |
|
2019
Q2 | $28K | Buy |
+537
| New | +$28K | 0.01% | 251 |
|
2017
Q1 | – | Sell |
-1,564
| Closed | -$73K | – | 240 |
|
2016
Q4 | $73K | Buy |
+1,564
| New | +$73K | 0.04% | 160 |
|