Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-319
| Closed | -$19K | – | 684 |
|
|
2021
Q3 | $19K | Hold |
319
| – | – | 0.01% | 657 |
|
|
2021
Q2 | $20K | Buy |
319
+4
| +1% | +$251 | 0.01% | 505 |
|
|
2021
Q1 | $17K | Hold |
315
| – | – | 0.01% | 488 |
|
|
2020
Q4 | $17K | Buy |
315
+3
| +1% | +$162 | 0.01% | 484 |
|
|
2020
Q3 | $17K | Hold |
312
| – | – | 0.01% | 427 |
|
|
2020
Q2 | $16K | Buy |
312
+2
| +0.6% | +$103 | 0.01% | 417 |
|
|
2020
Q1 | $15K | Buy |
310
+1
| +0.3% | +$48 | 0.01% | 408 |
|
|
2019
Q4 | $17K | Buy |
309
+1
| +0.3% | +$55 | 0.01% | 439 |
|
|
2019
Q3 | $17K | Buy |
308
+159
| +107% | +$8.78K | 0.02% | 420 |
|
|
2019
Q2 | $8K | Hold |
149
| – | – | 0.01% | 566 |
|
|
2019
Q1 | $7K | Hold |
149
| – | – | 0.01% | 492 |
|
|
2018
Q4 | $6K | Buy |
+149
| New | +$6K | ﹤0.01% | 516 |
|