SOA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $475K | Hold |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $435K | Hold |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $508K | Sell |
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|
2021
Q4 | $547K | Sell |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $523K | Sell |
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|
2021
Q1 | $502K | Hold |
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|
2020
Q4 | $491K | Buy |
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