55I LLC’s iShares Global Energy ETF IXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$233K Sell
2022
Q2
$593K Sell
2022
Q1
$979K Sell
2021
Q4
$843K Sell
2021
Q3
$955K Buy