BFG
Beacon Financial Group’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,843
| Closed | -$243K | – | 328 |
|
|
2024
Q2 | $243K | Sell |
5,843
-35,667
| -86% | -$1.48M | 0.03% | 294 |
|
|
2024
Q1 | $1.78M | Buy |
41,510
+15,290
| +58% | +$657K | 0.2% | 116 |
|
|
2023
Q4 | $1.03M | Buy |
+26,220
| New | +$1.03M | 0.13% | 150 |
|