Capasso Planning Partners’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	$219K	Sell	5,576 -2,149	-28%	-$84.4K	0.12%	78
2025 Q1	$325K	Sell	7,725 -3,474	-31%	-$146K	0.14%	83
2024 Q4	$428K	Sell	11,199 -12,887	-54%	-$492K	0.17%	80
2024 Q3	$975K	Sell	24,086 -8,175	-25%	-$331K	0.29%	60
2024 Q2	$1.34M	Buy	+32,261	New	+$1.34M	0.43%	51