Integrated Wealth Concepts’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,935
| Closed | -$237K | – | 1797 |
|
|
2024
Q4 | $237K | Buy |
3,935
+294
| +8% | +$17.7K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $239K | Sell |
3,641
-426
| -10% | -$28K | ﹤0.01% | 1475 |
|
|
2024
Q2 | $244K | Hold |
4,067
| – | – | ﹤0.01% | 1440 |
|
|
2024
Q1 | $248K | Sell |
4,067
-1,203
| -23% | -$73.4K | ﹤0.01% | 1419 |
|
|
2023
Q4 | $312K | Buy |
+5,270
| New | +$312K | 0.01% | 1243 |
|