McKinley Carter Wealth Services’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 | $1.13M | Sell |
17,222
-348
| -2% | -$22.8K | 0.06% | 158 |
|
|
2025
Q1 | $1.13M | Sell |
17,570
-1,640
| -9% | -$105K | 0.07% | 151 |
|
|
2024
Q4 | $1.16M | Sell |
19,210
-1,970
| -9% | -$119K | 0.07% | 144 |
|
|
2024
Q3 | $1.39M | Sell |
21,180
-2,499
| -11% | -$164K | 0.08% | 143 |
|
|
2024
Q2 | $1.42M | Hold |
23,679
| – | – | 0.09% | 139 |
|
|
2024
Q1 | $1.45M | Hold |
23,679
| – | – | 0.1% | 138 |
|
|
2023
Q4 | $1.4M | Sell |
23,679
-3,120
| -12% | -$185K | 0.1% | 126 |
|
|
2023
Q3 | $1.53M | Sell |
26,799
-161
| -0.6% | -$9.19K | 0.12% | 120 |
|
|
2023
Q2 | $1.65M | Sell |
26,960
-849
| -3% | -$52K | 0.12% | 117 |
|
|
2023
Q1 | $1.72M | Sell |
27,809
-124
| -0.4% | -$7.68K | 0.13% | 108 |
|
|
2022
Q4 | $1.67M | Sell |
27,933
-1,100
| -4% | -$65.6K | 0.14% | 109 |
|
|
2022
Q3 | $1.56M | Hold |
29,033
| – | – | 0.14% | 102 |
|
|
2022
Q2 | $1.68M | Sell |
29,033
-1,050
| -3% | -$60.7K | 0.15% | 102 |
|
|
2022
Q1 | $1.87M | Sell |
30,083
-4,700
| -14% | -$292K | 0.15% | 106 |
|
|
2021
Q4 | $2.25M | Sell |
34,783
-300
| -0.9% | -$19.4K | 0.17% | 100 |
|
|
2021
Q3 | $2.1M | Hold |
35,083
| – | – | 0.17% | 99 |
|
|
2021
Q2 | $2.15M | Sell |
35,083
-450
| -1% | -$27.5K | 0.18% | 95 |
|
|
2021
Q1 | $2.06M | Buy |
+35,533
| New | +$2.06M | 0.18% | 104 |
|