Copperleaf Capital’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	-8,530	Closed	-$345K	–	97
2024 Q3	$345K	Sell	8,530 -221	-3%	-$8.95K	0.26%	74
2024 Q2	$363K	Buy	8,751 +36	+0.4%	+$1.49K	0.29%	72
2024 Q1	$374K	Buy	8,715 +1,631	+23%	+$70.1K	0.32%	70
2023 Q4	$277K	Buy	+7,084	New	+$277K	0.28%	66