TrinityPoint Wealth’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
2023 Q3	–	Sell	-5,817	Closed	-$356K	–	297
2023 Q2	$356K	Buy	5,817 +575	+11%	+$35.2K	0.07%	208
2023 Q1	$325K	Buy	5,242 +718	+16%	+$44.5K	0.07%	213
2022 Q4	$270K	Buy	+4,524	New	+$270K	0.06%	224