AWA
Adapt Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-142,805
| Closed | -$5.78M | – | 75 |
|
|
2024
Q3 | $5.78M | Buy |
142,805
+44,653
| +45% | +$1.81M | 3.09% | 10 |
|
|
2024
Q2 | $4.07M | Buy |
98,152
+29,665
| +43% | +$1.23M | 2.55% | 14 |
|
|
2024
Q1 | $2.94M | Buy |
+68,487
| New | +$2.94M | 2.09% | 17 |
|