CFS Investment Advisory Services’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
2024
Q4
Sell
-6,905
Closed -$280K 304
2024
Q3
$280K Sell
6,905
-4,056
-37% -$164K 0.02% 257
2024
Q2
$455K Buy
+10,961
New +$455K 0.04% 187
2022
Q2
Sell
-59,611
Closed -$2K 372
2022
Q1
$2K Buy
+59,611
New +$2K 0.01% 282