Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-310
| Closed | -$17K | – | 525 |
|
|
2019
Q1 | $17K | Hold |
310
| – | – | 0.01% | 495 |
|
|
2018
Q4 | $15K | Hold |
310
| – | – | 0.01% | 470 |
|
|
2018
Q3 | $15K | Hold |
310
| – | – | 0.01% | 424 |
|
|
2018
Q2 | $15K | Sell |
310
-71
| -19% | -$3.44K | 0.01% | 430 |
|
|
2018
Q1 | $18K | Hold |
381
| – | – | 0.01% | 381 |
|
|
2017
Q4 | $18K | Buy |
+381
| New | +$18K | 0.01% | 376 |
|