Beaumont Financial Advisors’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
2018
Q3
Sell
-6,451
Closed -$241K 235
2018
Q2
$241K Buy
6,451
+553
+9% +$20.7K 0.03% 178
2018
Q1
$200K Buy
+5,898
New +$200K 0.02% 197
2017
Q1
Sell
-7,193
Closed -$250K 190
2016
Q4
$250K Buy
+7,193
New +$250K 0.04% 131