CIBC Private Wealth Group’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
3,323
-638
| -16% | -$25.1K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $137K | Sell |
3,961
-230
| -5% | -$7.98K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $165K | Hold |
4,191
| – | – | ﹤0.01% | 1229 |
|
|
2024
Q3 | $170K | Hold |
4,191
| – | – | ﹤0.01% | 1270 |
|
|
2024
Q2 | $173K | Hold |
4,191
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q1 | $181K | Buy |
+4,191
| New | +$181K | ﹤0.01% | 1163 |
|
|
2020
Q1 | – | Sell |
-9,045
| Closed | -$279K | – | 888 |
|
|
2019
Q4 | $279K | Sell |
9,045
-1,800
| -17% | -$55.5K | ﹤0.01% | 812 |
|
|
2019
Q3 | $331K | Sell |
10,845
-2,055
| -16% | -$62.7K | ﹤0.01% | 765 |
|
|
2019
Q2 | $419K | Sell |
12,900
-1,560
| -11% | -$50.7K | ﹤0.01% | 748 |
|
|
2019
Q1 | $487K | Hold |
14,460
| – | – | ﹤0.01% | 737 |
|
|
2018
Q4 | $424K | Hold |
14,460
| – | – | ﹤0.01% | 712 |
|
|
2018
Q3 | $545K | Sell |
14,460
-5,689
| -28% | -$214K | ﹤0.01% | 758 |
|
|
2018
Q2 | $753K | Sell |
20,149
-111
| -0.5% | -$4.15K | ﹤0.01% | 699 |
|
|
2018
Q1 | $688K | Sell |
20,260
-850
| -4% | -$28.9K | ﹤0.01% | 715 |
|
|
2017
Q4 | $750K | Hold |
21,110
| – | – | ﹤0.01% | 703 |
|
|
2017
Q3 | $718K | Buy |
+21,110
| New | +$718K | ﹤0.01% | 707 |
|