Wilbanks Smith & Thomas Asset Management’s iShares Global Utilities ETF JXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $1.97M | Hold |
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|
2022
Q2 | $2.16M | Hold |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $2.1M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5.34M | Sell |
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|
2019
Q4 | $7.37M | Buy |
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|
2019
Q3 | $7.22M | Sell |
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|
2019
Q2 | $6.99M | Sell |
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|
2019
Q1 | $7.55M | Sell |
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|
2018
Q4 | $7.8M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.53M | Buy |
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