BerganKDV Wealth Management’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
2023
Q2
$138K Buy
2023
Q1
$140K Hold
2022
Q4
$144K Buy
2022
Q3
$121K Hold
2022
Q2
$123K Sell
2022
Q1
$149K Hold
2021
Q4
$114K Sell
2021
Q3
$471K Buy
2021
Q2
$368K Buy