Avidian Wealth Enterprises’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
-12,526
Closed -$538K 504
2024
Q1
$538K Buy
12,526
+1,867
+18% +$80.2K 0.03% 252
2023
Q4
$417K Buy
+10,659
New +$417K 0.03% 288