BHWM
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Bay Harbor Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Bay Harbor Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,193
Closed -$1.04M – 171
2024
Q1 		$1.04M Buy
24,193
+8,157
+51% +$350K 0.37% 35
2023
Q4 		$627K Buy
+16,036
New +$627K 0.24% 37