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Caldwell Sutter Capital’s iShares Global Energy ETF IXC Stock Holding History

Caldwell Sutter Capital’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$631 – 883
2025
Q1 		$631 Sell
15
-195
-93% -$7.83K ﹤0.01% 820
2024
Q4 		$8.02K Hold
210
– – ﹤0.01% 579
2024
Q3 		$8.5K Hold
210
– – ﹤0.01% 573
2024
Q2 		$8.72K Sell
210
-14
-6% -$600 ﹤0.01% 565
2024
Q1 		$9.62K Buy
224
+14
+7% +$555 ﹤0.01% 548
2023
Q4 		$8.21K Buy
210
+2
+1% +$80 ﹤0.01% 565
2023
Q3 		$8.58K Buy
208
+13
+7% +$516 ﹤0.01% 547
2023
Q2 		$7.26K Hold
195
– – ﹤0.01% 564
2023
Q1 		$7.36K Hold
195
– – 0.01% 418
2022
Q4 		$7.6K Buy
+195
New +$7.63K 0.01% 262

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Morgan Stanley
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ECM
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UBS Group
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VCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return