Carson Wealth (CWM LLC)’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $506K | Sell |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $888K | Sell |
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|
2024
Q4 | $937K | Buy |
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|
2024
Q3 | $988K | Sell |
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|
2024
Q2 | $2.65M | Sell |
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|
2024
Q1 | $74.5M | Buy |
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|
2023
Q4 | $61.8M | Buy |
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|
2023
Q3 | $54K | Hold |
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|
2023
Q2 | $49K | Hold |
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|
2023
Q1 | $49K | Hold |
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|
2022
Q4 | $51K | Hold |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $59K | Sell |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $76K | Buy |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $70K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $70K | Hold |
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|
2019
Q4 | $70K | Hold |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $70K | Buy |
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|
2018
Q4 | $65K | Buy |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $29K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $18K | Buy |
|