Advocacy Wealth Management Services’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
2024
Q2
Sell
-295,021
Closed -$12.7M 52
2024
Q1
$12.7M Buy
295,021
+71,632
+32% +$3.08M 1.09% 22
2023
Q4
$8.74M Buy
+223,389
New +$8.74M 0.83% 28