TWA
TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-250
| Closed | -$14K | – | 2434 |
|
|
2022
Q2 | $14K | Buy |
+250
| New | +$14K | ﹤0.01% | 805 |
|
|
2021
Q1 | – | Sell |
-280
| Closed | -$16K | – | 2178 |
|
|
2020
Q4 | $16K | Buy |
+280
| New | +$16K | 0.01% | 519 |
|
|
2014
Q2 | – | Sell |
-41
| Closed | -$4K | – | 914 |
|
|
2014
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 602 |
|
|
2013
Q4 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 592 |
|