United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,874
| Closed | -$364K | – | 1333 |
|
|
2017
Q4 | $364K | Buy |
6,874
+72
| +1% | +$3.81K | ﹤0.01% | 1048 |
|
|
2017
Q3 | $346K | Buy |
6,802
+276
| +4% | +$14K | ﹤0.01% | 1063 |
|
|
2017
Q2 | $334K | Buy |
6,526
+70
| +1% | +$3.58K | ﹤0.01% | 1042 |
|
|
2017
Q1 | $321K | Hold |
6,456
| – | – | ﹤0.01% | 1030 |
|
|
2016
Q4 | $297K | Buy |
6,456
+20
| +0.3% | +$920 | ﹤0.01% | 1054 |
|
|
2016
Q3 | $320K | Hold |
6,436
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q2 | $322K | Sell |
6,436
-126
| -2% | -$6.3K | ﹤0.01% | 1015 |
|
|
2016
Q1 | $320K | Hold |
6,562
| – | – | ﹤0.01% | 991 |
|
|
2015
Q4 | $305K | Buy |
+6,562
| New | +$305K | ﹤0.01% | 1012 |
|