Vickerman & Driscoll Financial Advisors’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
2018
Q4
Sell
-4,200
Closed -$207K 92
2018
Q3
$207K Sell
4,200
-221
-5% -$10.9K 0.14% 70
2018
Q2
$216K Sell
4,421
-6,881
-61% -$336K 0.16% 68
2018
Q1
$555K Sell
11,302
-9,311
-45% -$457K 0.41% 66
2017
Q4
$1.02M Buy
+20,613
New +$1.02M 0.8% 49