Avantax Planning Partners’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 | $209K | Buy |
5,320
+21
| +0.4% | +$825 | 0.01% | 423 |
|
|
2025
Q1 | $223K | Hold |
5,299
| – | – | 0.01% | 389 |
|
|
2024
Q4 | $202K | Buy |
5,299
+4
| +0.1% | +$153 | 0.01% | 416 |
|
|
2024
Q3 | $214K | Hold |
5,295
| – | – | 0.01% | 411 |
|
|
2024
Q2 | $220K | Buy |
+5,295
| New | +$220K | 0.01% | 424 |
|
|
2018
Q4 | – | Sell |
-111
| Closed | -$4K | – | 745 |
|
|
2018
Q3 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 1171 |
|
|
2018
Q2 | – | Sell |
-111
| Closed | -$4K | – | 842 |
|
|
2018
Q1 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 1423 |
|