Teamwork Financial Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,611
| Closed | -$465K | – | 277 |
|
|
2021
Q2 | $465K | Buy |
7,611
+307
| +4% | +$18.8K | 0.09% | 158 |
|
|
2021
Q1 | $424K | Buy |
7,304
+178
| +2% | +$10.3K | 0.1% | 156 |
|
|
2020
Q4 | $415K | Buy |
7,126
+673
| +10% | +$39.2K | 0.1% | 141 |
|
|
2020
Q3 | $357K | Sell |
6,453
-548
| -8% | -$30.3K | 0.11% | 134 |
|
|
2020
Q2 | $362K | Buy |
+7,001
| New | +$362K | 0.13% | 135 |
|