Regal Investment Advisors’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 | $351K | Sell |
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|
2017
Q4 | $690K | Buy |
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|
2017
Q3 | $667K | Buy |
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|
2017
Q2 | $629K | Buy |
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|
2017
Q1 | $606K | Buy |
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|
2016
Q4 | $389K | Buy |
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|
2016
Q3 | $397K | Sell |
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|
2016
Q2 | $553K | Sell |
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|
2016
Q1 | $558K | Sell |
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|
2015
Q4 | $516K | Sell |
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|
2015
Q3 | $586K | Sell |
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|
2015
Q2 | $630K | Buy |
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|
2015
Q1 | $630K | Buy |
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|
2014
Q4 | $653K | Buy |
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|
2014
Q3 | $619K | Buy |
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|
2014
Q2 | $624K | Sell |
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|
2014
Q1 | $601K | Sell |
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|
2013
Q4 | $585K | Sell |
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|
2013
Q3 | $628K | Sell |
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|
2013
Q2 | $657K | Buy |
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