Bright 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,000
| Closed | -$210K | – | 57 |
|
|
2025
Q1 | $210K | Buy |
+5,000
| New | +$210K | 0.13% | 53 |
|
|
2024
Q4 | – | Sell |
-5,000
| Closed | -$202K | – | 56 |
|
|
2024
Q3 | $202K | Hold |
5,000
| – | – | 0.13% | 52 |
|
|
2024
Q2 | $208K | Sell |
5,000
-3
| -0.1% | -$125 | 0.15% | 46 |
|
|
2024
Q1 | $214K | Buy |
+5,003
| New | +$214K | 0.16% | 45 |
|