Plante Moran Financial Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28K | Hold |
142
| – | – | ﹤0.01% | 572 |
|
|
2025
Q1 | $9.1K | Hold |
142
| – | – | ﹤0.01% | 581 |
|
|
2024
Q4 | $8.56K | Hold |
142
| – | – | ﹤0.01% | 602 |
|
|
2024
Q3 | $9.34K | Hold |
142
| – | – | ﹤0.01% | 607 |
|
|
2024
Q2 | $8.54K | Hold |
142
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $8.67K | Hold |
142
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $8.42K | Sell |
142
-116
| -45% | -$6.88K | ﹤0.01% | 574 |
|
|
2023
Q3 | $14.7K | Buy |
258
+116
| +82% | +$6.62K | ﹤0.01% | 480 |
|
|
2023
Q2 | $8.69K | Hold |
142
| – | – | ﹤0.01% | 567 |
|
|
2023
Q1 | $8.8K | Hold |
142
| – | – | ﹤0.01% | 580 |
|
|
2022
Q4 | $8.47K | Hold |
142
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $8K | Hold |
142
| – | – | ﹤0.01% | 620 |
|
|
2022
Q2 | $8K | Hold |
142
| – | – | ﹤0.01% | 646 |
|
|
2022
Q1 | $9K | Hold |
142
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $9K | Hold |
142
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $9K | Hold |
142
| – | – | ﹤0.01% | 708 |
|
|
2021
Q2 | $9K | Hold |
142
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $8K | Hold |
142
| – | – | ﹤0.01% | 691 |
|
|
2020
Q4 | $8K | Hold |
142
| – | – | ﹤0.01% | 653 |
|
|
2020
Q3 | $8K | Hold |
142
| – | – | ﹤0.01% | 631 |
|
|
2020
Q2 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 553 |
|