Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
4,930
+199
| +4% | +$13.1K | ﹤0.01% | 2559 |
|
|
2025
Q1 | $303K | Buy |
+4,731
| New | +$303K | ﹤0.01% | 2425 |
|
|
2024
Q4 | – | Sell |
-4,155
| Closed | -$273K | – | 2941 |
|
|
2024
Q3 | $273K | Sell |
4,155
-297
| -7% | -$19.5K | ﹤0.01% | 2221 |
|
|
2024
Q2 | $268K | Buy |
4,452
+175
| +4% | +$10.5K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $261K | Sell |
4,277
-29
| -0.7% | -$1.77K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $255K | Buy |
4,306
+34
| +0.8% | +$2.02K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $244K | Buy |
+4,272
| New | +$244K | ﹤0.01% | 1863 |
|