Sheets Smith 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
2023
Q4
Sell
-12,388
Closed -$707K 438
2023
Q3
$707K Hold
12,388
0.11% 163
2023
Q2
$758K Hold
12,388
0.11% 162
2023
Q1
$767K Hold
12,388
0.12% 162
2022
Q4
$739K Hold
12,388
0.12% 158
2022
Q3
$664K Hold
12,388
0.11% 157
2022
Q2
$716K Hold
12,388
0.12% 154
2022
Q1
$769K Hold
12,388
0.11% 165
2021
Q4
$802K Hold
12,388
0.1% 175
2021
Q3
$743K Hold
12,388
0.1% 175
2021
Q2
$757K Hold
12,388
0.1% 175
2021
Q1
$720K Hold
12,388
0.11% 167
2020
Q4
$722K Hold
12,388
0.11% 163
2020
Q3
$686K Hold
12,388
0.12% 152
2020
Q2
$641K Buy
+12,388
New +$631K 0.13% 137

Other funds holding KXI