Jones Financial Companies’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 | $165K | Buy |
2,253
+289
| +15% | +$21.2K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $135K | Buy |
1,964
+968
| +97% | +$66.5K | ﹤0.01% | 1647 |
|
|
2024
Q4 | $63.9K | Buy |
996
+436
| +78% | +$28K | ﹤0.01% | 1785 |
|
|
2024
Q3 | $39.5K | Buy |
560
+241
| +76% | +$17K | ﹤0.01% | 1722 |
|
|
2024
Q2 | $19.1K | Buy |
+319
| New | +$19.1K | ﹤0.01% | 1548 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$5.85K | – | 1412 |
|
|
2023
Q4 | $5.85K | Buy |
+100
| New | +$5.85K | ﹤0.01% | 743 |
|