Steward Partners Investment Advisory’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
Q2 | $152K | Hold |
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|
2025
Q1 | $149K | Buy |
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|
2024
Q4 | $139K | Buy |
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|
2024
Q3 | $141K | Sell |
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|
2024
Q2 | $131K | Buy |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $126K | Hold |
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|
2023
Q3 | $122K | Sell |
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|
2023
Q2 | $133K | Sell |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | $111K | Hold |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $129K | Sell |
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|
2021
Q4 | $170K | Buy |
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|
2021
Q3 | $153K | Buy |
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|
2021
Q2 | $154K | Sell |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $2.46M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $987K | Buy |
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|
2019
Q2 | $784K | Buy |
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