NewEdge Advisors’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 | $38.4K | Buy |
521
+7
| +1% | +$516 | ﹤0.01% | 2741 |
|
|
2025
Q1 | $35.5K | Hold |
514
| – | – | ﹤0.01% | 2668 |
|
|
2024
Q4 | $33K | Sell |
514
-148
| -22% | -$9.5K | ﹤0.01% | 2665 |
|
|
2024
Q3 | $46.8K | Hold |
662
| – | – | ﹤0.01% | 2456 |
|
|
2024
Q2 | $39.6K | Buy |
662
+7
| +1% | +$419 | ﹤0.01% | 2422 |
|
|
2024
Q1 | $38.7K | Hold |
655
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q4 | $38.3K | Sell |
655
-47
| -7% | -$2.75K | ﹤0.01% | 2313 |
|
|
2023
Q3 | $37.9K | Buy |
702
+622
| +778% | +$33.6K | ﹤0.01% | 2182 |
|
|
2023
Q2 | $4.78K | Hold |
80
| – | – | ﹤0.01% | 2835 |
|
|
2023
Q1 | $4.84K | Hold |
80
| – | – | ﹤0.01% | 2786 |
|
|
2022
Q4 | $5 | Buy |
+80
| New | +$5 | ﹤0.01% | 3806 |
|