Caldwell Trust’s iShares Global Energy ETF IXC Stock Holding History

Caldwell Trust’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-70
2024 Q4	$2.67K	Hold	70
2024 Q3	$2.83K	Buy	+70
2022 Q3	–	Sell	-158
2022 Q2	$5.35K	Hold	158
2022 Q1	$5.71K	Hold	158
2021 Q4	$4.35K	Buy	+158