Tradition Wealth Management’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
2024
Q1
Sell
-335
Closed -$20K 830
2023
Q4
$20K Buy
335
+6
+2% +$358 ﹤0.01% 843
2023
Q3
$19K Hold
329
﹤0.01% 855
2023
Q2
$20K Buy
329
+4
+1% +$243 ﹤0.01% 878
2023
Q1
$20K Hold
325
﹤0.01% 831
2022
Q4
$19K Buy
325
+3
+0.9% +$175 ﹤0.01% 760
2022
Q3
$17K Hold
322
﹤0.01% 794
2022
Q2
$19K Buy
322
+3
+0.9% +$177 ﹤0.01% 656
2022
Q1
$20K Buy
319
+1
+0.3% +$63 ﹤0.01% 717
2021
Q4
$21K Buy
318
+3
+1% +$198 ﹤0.01% 718
2021
Q3
$19K Hold
315
﹤0.01% 742
2021
Q2
$19K Buy
315
+4
+1% +$241 ﹤0.01% 772
2021
Q1
$18K Hold
311
﹤0.01% 654
2020
Q4
$18K Buy
+311
New +$18K ﹤0.01% 610