Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,828
| Closed | -$241K | – | 272 |
|
|
2019
Q4 | $241K | Buy |
7,828
+512
| +7% | +$15.8K | 0.1% | 243 |
|
|
2019
Q3 | $224K | Sell |
7,316
-130
| -2% | -$3.98K | 0.1% | 259 |
|
|
2019
Q2 | $242K | Buy |
7,446
+133
| +2% | +$4.32K | 0.11% | 245 |
|
|
2019
Q1 | $246K | Hold |
7,313
| – | – | 0.12% | 228 |
|
|
2018
Q4 | $215K | Buy |
+7,313
| New | +$215K | 0.13% | 216 |
|