Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.3K | Hold |
750
| – | – | 0.01% | 486 |
|
|
2025
Q1 | $51.8K | Hold |
750
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $48.1K | Buy |
+750
| New | +$48.1K | 0.01% | 413 |
|
|
2024
Q3 | – | Sell |
-750
| Closed | -$44.9K | – | 896 |
|
|
2024
Q2 | $44.9K | Hold |
750
| – | – | 0.02% | 397 |
|
|
2024
Q1 | $44.3K | Hold |
750
| – | – | 0.02% | 418 |
|
|
2023
Q4 | $43.8K | Hold |
750
| – | – | 0.02% | 422 |
|
|
2023
Q3 | $40.5K | Hold |
750
| – | – | 0.02% | 461 |
|
|
2023
Q2 | $44.8K | Hold |
750
| – | – | 0.02% | 486 |
|
|
2023
Q1 | $45.3K | Hold |
750
| – | – | 0.02% | 486 |
|
|
2022
Q4 | $45.1K | Hold |
750
| – | – | 0.03% | 492 |
|
|
2022
Q3 | $41K | Hold |
750
| – | – | 0.02% | 505 |
|
|
2022
Q2 | $45K | Hold |
750
| – | – | 0.03% | 424 |
|
|
2022
Q1 | $49K | Hold |
750
| – | – | 0.02% | 474 |
|
|
2021
Q4 | $49K | Hold |
750
| – | – | 0.02% | 466 |
|
|
2021
Q3 | $44K | Hold |
750
| – | – | 0.03% | 450 |
|
|
2021
Q2 | $45K | Hold |
750
| – | – | 0.03% | 476 |
|
|
2021
Q1 | $45K | Hold |
750
| – | – | 0.03% | 415 |
|
|
2020
Q4 | $45K | Hold |
750
| – | – | 0.04% | 355 |
|
|
2020
Q3 | $42K | Buy |
+750
| New | +$42K | 0.04% | 345 |
|