Sightline Wealth Advisors’s iShares Global Utilities ETF JXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-5,129
Closed -$305K 54
2021
Q2
$305K Buy
5,129
+28
+0.5% +$1.67K 0.25% 44
2021
Q1
$309K Hold
5,101
0.29% 43
2020
Q4
$306K Buy
+5,101
New +$306K 0.3% 43