Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837 | Hold |
21
| – | – | ﹤0.01% | 1163 |
|
|
2025
Q1 | $783 | Hold |
21
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q4 | $840 | Hold |
21
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q3 | $847 | Sell |
21
-101
| -83% | -$4.07K | ﹤0.01% | 970 |
|
|
2024
Q2 | $4.8K | Sell |
122
-305
| -71% | -$12K | ﹤0.01% | 590 |
|
|
2024
Q1 | $18.3K | Sell |
427
-400
| -48% | -$17.2K | 0.01% | 304 |
|
|
2023
Q4 | $32.3K | Buy |
+827
| New | +$32.3K | 0.01% | 244 |
|
|
2023
Q3 | – | Sell |
-65
| Closed | -$2.42K | – | 1258 |
|
|
2023
Q2 | $2.42K | Buy |
+65
| New | +$2.42K | ﹤0.01% | 1106 |
|
|
2022
Q4 | $2.6K | Buy |
+65
| New | +$2.6K | ﹤0.01% | 1123 |
|