WealthBridge Capital Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $687K | Hold |
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|
2025
Q2 | $698K | Sell |
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|
2025
Q1 | $716K | Hold |
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|
2024
Q4 | $674K | Hold |
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|
2024
Q3 | $735K | Buy |
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|
2024
Q2 | $665K | Hold |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $738K | Sell |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | $712K | Hold |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $904K | Sell |
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|
2021
Q3 | $885K | Sell |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $924K | Sell |
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|
2020
Q4 | $983K | Buy |
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|
2020
Q3 | $915K | Buy |
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|
2020
Q2 | $845K | Buy |
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|
2020
Q1 | $736K | Buy |
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|
2019
Q4 | $666K | Sell |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $649K | Sell |
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|
2018
Q4 | $641K | Buy |
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