Newbridge Financial Services Group’s iShares Global Utilities ETF JXI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.8K	Hold	750	–	–	0.01%	375
2025 Q4	$59K	Hold	750	–	–	0.01%	401
2025 Q3	$58.2K	Hold	750	–	–	0.01%	484
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	+$51K	0.01%	413
2024 Q3	–	Sell	-750	Closed	-$44.9K	–	891
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	+$42.1K	0.04%	345