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Waverly Advisors’s iShares Global Consumer Staples ETF KXI Stock Holding History

Waverly Advisors’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,188
Closed -$72.5K – 818
2024
Q1 		$72.5K Buy
+1,188
New +$72.5K ﹤0.01% 680