Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Sell |
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|
2017
Q4 | $23K | Sell |
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|
2017
Q3 | $110K | Sell |
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|
2017
Q2 | $367K | Buy |
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|
2017
Q1 | $354K | Sell |
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|
2016
Q4 | $349K | Buy |
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|
2016
Q3 | $273K | Buy |
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|
2016
Q2 | $275K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $209K | Sell |
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|
2015
Q3 | $350K | Hold |
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|
2015
Q2 | $351K | Buy |
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|
2015
Q1 | $293K | Buy |
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