Beacon Bridge Wealth 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 | $244K | Sell |
6,218
-63
| -1% | -$2.48K | 0.1% | 76 |
|
|
2025
Q1 | $264K | Sell |
6,281
-3,322
| -35% | -$140K | 0.11% | 79 |
|
|
2024
Q4 | $367K | Buy |
9,603
+425
| +5% | +$16.2K | 0.16% | 69 |
|
|
2024
Q3 | $372K | Sell |
9,178
-23,711
| -72% | -$960K | 0.16% | 65 |
|
|
2024
Q2 | $1.37M | Buy |
32,889
+3,509
| +12% | +$146K | 0.63% | 41 |
|
|
2024
Q1 | $1.26M | Buy |
29,380
+24,196
| +467% | +$1.04M | 0.6% | 43 |
|
|
2023
Q4 | $203K | Buy |
+5,184
| New | +$203K | 0.1% | 105 |
|