Concord Wealth Partners’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
Q2 | $47.4K | Buy |
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|
2025
Q1 | $49.9K | Hold |
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|
2024
Q4 | $45.3K | Sell |
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|
2024
Q3 | $58.9K | Hold |
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|
2024
Q2 | $60.4K | Buy |
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|
2024
Q1 | $61.7K | Buy |
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|
2023
Q4 | $55.6K | Buy |
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|
2023
Q3 | $57.8K | Hold |
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|
2023
Q2 | $52.1K | Sell |
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|
2023
Q1 | $92.1K | Hold |
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|
2022
Q4 | $95.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Buy |
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