Perigon Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $929K | Buy |
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|
2025
Q2 | $939K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $93K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $746K | Buy |
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|
2018
Q1 | $108K | Sell |
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|
2017
Q4 | $132K | Sell |
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|
2017
Q3 | $538K | Sell |
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|
2017
Q2 | $1.91M | Buy |
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|
2017
Q1 | $1.78M | Sell |
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|
2016
Q4 | $1.76M | Buy |
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|
2016
Q3 | $1.41M | Buy |
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|
2016
Q2 | $1.4M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $1.21M | Hold |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $1.04M | Buy |
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|
2014
Q4 | $279K | Buy |
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|
2014
Q3 | $204K | Buy |
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|
2014
Q2 | $204K | Buy |
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