Claro Advisors’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 |
-6,451
| Closed | -$261K | – | 517 |
|
|
2024
Q3 | $261K | Buy |
6,451
+1,178
| +22% | +$47.7K | 0.03% | 417 |
|
|
2024
Q2 | $219K | Sell |
5,273
-8,178
| -61% | -$339K | 0.03% | 390 |
|
|
2024
Q1 | $578K | Buy |
+13,451
| New | +$578K | 0.1% | 212 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$8K | – | 553 |
|
|
2018
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 713 |
|