SWA
SOA Wealth Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
7,384
+78
| +1% | +$5.1K | 0.09% | 123 |
|
|
2025
Q1 | $468K | Sell |
7,306
-216
| -3% | -$13.8K | 0.1% | 117 |
|
|
2024
Q4 | $453K | Buy |
7,522
+105
| +1% | +$6.33K | 0.08% | 120 |
|
|
2024
Q3 | $488K | Sell |
7,417
-51
| -0.7% | -$3.35K | 0.09% | 116 |
|
|
2024
Q2 | $449K | Sell |
7,468
-297
| -4% | -$17.9K | 0.09% | 115 |
|
|
2024
Q1 | $474K | Hold |
7,765
| – | – | 0.1% | 113 |
|
|
2023
Q4 | $460K | Buy |
7,765
+149
| +2% | +$8.83K | 0.1% | 103 |
|
|
2023
Q3 | $435K | Hold |
7,616
| – | – | 0.11% | 103 |
|
|
2023
Q2 | $466K | Sell |
7,616
-492
| -6% | -$30.1K | 0.11% | 101 |
|
|
2023
Q1 | $502K | Hold |
8,108
| – | – | 0.12% | 94 |
|
|
2022
Q4 | $484K | Buy |
8,108
+74
| +0.9% | +$4.41K | 0.13% | 90 |
|
|
2022
Q3 | $430K | Hold |
8,034
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $464K | Sell |
8,034
-147
| -2% | -$8.49K | 0.14% | 84 |
|
|
2022
Q1 | $508K | Sell |
8,181
-317
| -4% | -$19.7K | 0.12% | 97 |
|
|
2021
Q4 | $547K | Sell |
8,498
-60
| -0.7% | -$3.86K | 0.13% | 92 |
|
|
2021
Q3 | $513K | Hold |
8,558
| – | – | 0.13% | 96 |
|
|
2021
Q2 | $523K | Sell |
8,558
-85
| -1% | -$5.2K | 0.13% | 96 |
|
|
2021
Q1 | $502K | Hold |
8,643
| – | – | 0.14% | 94 |
|
|
2020
Q4 | $491K | Buy |
+8,643
| New | +$491K | 0.13% | 90 |
|