Intelligent Financial Strategies KXI Holdings History
Number of Shares
3,736.00
Current Holdings Value*
$239,310.00
% of Portfolio
0.12%
Total Estimate Gain
$9,778.54
% of Total Estimate Gain
1.35%
Intelligent Financial Strategies's iShares Global Consumer Staples ETF Holding Summary
As of 2025-03-31, Intelligent Financial Strategies held 3,736.00 shares of iShares Global Consumer Staples ETF(KXI), totaling $239,310.00. This investment constitutes 0.12% of their stock portfolio, and Intelligent Financial Strategies now holds 0.03% of the outstanding iShares Global Consumer Staples ETF(KXI) stock.
The initial trade took place in 2021Q4. In addition, there have been 8 sales at an average price of $60.87 for 8,035.00 shares. Based on historical transaction data and KXI's current price of $65.57, Intelligent Financial Strategies's estimated gain on his KXI holdings is $9,778.54, reflecting a 1.35% gain to date.
Intelligent Financial Strategies KXI ($65.57) Holding Chart
Intelligent Financial Strategies KXI ($65.57) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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