B. Riley Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Buy |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $328K | Buy |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $201K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $324K | Sell |
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|
2019
Q2 | $482K | Buy |
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|
2019
Q1 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $166 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $224K | Buy |
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|
2014
Q1 | $194K | Hold |
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|
2013
Q4 | $192K | Sell |
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|
2013
Q3 | $190K | Hold |
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|
2013
Q2 | $177K | Buy |
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