Abbot Financial Management’s iShares Global Energy ETF IXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$775K Buy
19,727
+69
+0.4% +$2.71K 0.36% 79
2025
Q1
$827K Sell
19,658
-370
-2% -$15.6K 0.43% 66
2024
Q4
$765K Buy
20,028
+39
+0.2% +$1.49K 0.38% 72
2024
Q3
$809K Buy
19,989
+1,425
+8% +$57.7K 0.41% 65
2024
Q2
$771K Buy
18,564
+4,564
+33% +$189K 0.41% 64
2024
Q1
$601K Buy
14,000
+260
+2% +$11.2K 0.33% 83
2023
Q4
$537K Buy
+13,740
New +$537K 0.32% 82