Liberty Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,800
| Closed | -$87K | – | 170 |
|
|
2017
Q4 | $87K | Hold |
1,800
| – | – | 0.05% | 149 |
|
|
2017
Q3 | $93K | Hold |
1,800
| – | – | 0.05% | 149 |
|
|
2017
Q2 | $87K | Buy |
1,800
+400
| +29% | +$19.3K | 0.05% | 145 |
|
|
2017
Q1 | $68K | Buy |
1,400
+400
| +40% | +$19.4K | 0.04% | 145 |
|
|
2016
Q4 | $45K | Buy |
1,000
+600
| +150% | +$27K | 0.03% | 158 |
|
|
2016
Q3 | $18K | Buy |
+400
| New | +$18K | 0.01% | 192 |
|