Northwestern Mutual Wealth Management’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 | $4.8K | Buy |
65
+53
| +442% | +$3.91K | ﹤0.01% | 3035 |
|
|
2025
Q1 | $829 | Buy |
+12
| New | +$829 | ﹤0.01% | 3309 |
|
|
2024
Q4 | – | Sell |
-253
| Closed | -$17.9K | – | 3763 |
|
|
2024
Q3 | $17.9K | Buy |
+253
| New | +$17.9K | ﹤0.01% | 2502 |
|
|
2023
Q3 | – | Sell |
-188
| Closed | -$11.2K | – | 3424 |
|
|
2023
Q2 | $11.2K | Hold |
188
| – | – | ﹤0.01% | 2534 |
|
|
2023
Q1 | $11.4K | Sell |
188
-350
| -65% | -$21.2K | ﹤0.01% | 2472 |
|
|
2022
Q4 | $32.4K | Buy |
538
+188
| +54% | +$11.3K | ﹤0.01% | 2068 |
|
|
2022
Q3 | $19K | Hold |
350
| – | – | ﹤0.01% | 2248 |
|
|
2022
Q2 | $21K | Hold |
350
| – | – | ﹤0.01% | 2233 |
|
|
2022
Q1 | $23K | Buy |
+350
| New | +$23K | ﹤0.01% | 2253 |
|
|
2020
Q3 | – | Sell |
-352
| Closed | -$19K | – | 2610 |
|
|
2020
Q2 | $19K | Buy |
+352
| New | +$19K | ﹤0.01% | 1726 |
|
|
2019
Q1 | – | Sell |
-39
| Closed | -$2K | – | 2618 |
|
|
2018
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 2200 |
|