CWM
C2C Wealth Management’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,200
| Closed | -$209K | – | 157 |
|
|
2023
Q3 | $209K | Buy |
+5,200
| New | +$209K | 0.03% | 221 |
|
|
2023
Q2 | – | Sell |
-5,200
| Closed | -$206K | – | 252 |
|
|
2023
Q1 | $206K | Hold |
5,200
| – | – | 0.03% | 225 |
|
|
2022
Q4 | $208K | Buy |
+5,200
| New | +$208K | 0.04% | 161 |
|