Cornerstone Planning Group’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
$837 Hold
2025
Q1
$783 Hold
2024
Q4
$840 Hold
2024
Q3
$847 Sell
2024
Q2
$4.8K Sell
2024
Q1
$18.3K Sell
2023
Q4
$32.3K Buy
2023
Q3
Sell
2023
Q2
$2.42K Buy
2022
Q4
$2.6K Buy