TCWP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,275
| Closed | -$500K | – | 216 |
|
|
2023
Q1 | $500K | Buy |
8,275
+4,507
| +120% | +$272K | 0.09% | 137 |
|
|
2022
Q4 | $227K | Buy |
+3,768
| New | +$227K | 0.05% | 237 |
|
|
2022
Q2 | – | Sell |
-1,710
| Closed | -$112K | – | 1037 |
|
|
2022
Q1 | $112K | Buy |
+1,710
| New | +$112K | 0.02% | 329 |
|