Laurel Wealth Advisors (North Carolina)’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
Q2 | $60K | Buy |
3,923
+3,863
| +6,438% | +$59.1K | ﹤0.01% | 542 |
|
|
2025
Q1 | $3.84K | Hold |
60
| – | – | ﹤0.01% | 557 |
|
|
2024
Q4 | $3.62K | Hold |
60
| – | – | ﹤0.01% | 588 |
|
|
2024
Q3 | $3.95K | Hold |
60
| – | – | ﹤0.01% | 537 |
|
|
2024
Q2 | $3.61K | Hold |
60
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $3.66K | Hold |
60
| – | – | ﹤0.01% | 512 |
|
|
2023
Q4 | $3.56K | Hold |
60
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $3.42K | Hold |
60
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $3.67K | Hold |
60
| – | – | ﹤0.01% | 482 |
|
|
2023
Q1 | $3.72K | Hold |
60
| – | – | ﹤0.01% | 480 |
|
|
2022
Q4 | $3.58K | Hold |
60
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 502 |
|
|
2021
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 564 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 520 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 462 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 445 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 475 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 465 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 438 |
|
|
2018
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 444 |
|