New Capital Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$304K Hold
2017
Q4
$304K Buy
2017
Q3
Sell
2017
Q2
$279K Hold
2017
Q1
$279K Hold
2016
Q4
$259K Buy