Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-92
| Closed | -$5K | – | 665 |
|
|
2021
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 948 |
|
|
2021
Q2 | $5K | Buy |
92
+2
| +2% | +$109 | ﹤0.01% | 789 |
|
|
2021
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 698 |
|
|
2020
Q4 | $5K | Buy |
90
+1
| +1% | +$56 | ﹤0.01% | 693 |
|
|
2020
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 624 |
|
|
2020
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 575 |
|
|
2019
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 669 |
|
|
2019
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 636 |
|
|
2019
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 660 |
|
|
2019
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 571 |
|
|
2018
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 593 |
|