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Cumberland Partners’s iShares Global Energy ETF IXC Stock Holding History

Cumberland Partners’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,989
Closed -$237K – 160
2022
Q2 		$237K Buy
6,989
+3
+0% +$112 0.02% 155
2022
Q1 		$253K Sell
6,986
-5,783
-45% -$192K 0.02% 166
2021
Q4 		$351K Buy
12,769
+457
+4% +$13K 0.02% 167
2021
Q3 		$331K Buy
12,312
+418
+4% +$10.5K 0.03% 174
2021
Q2 		$316K Buy
11,894
+1,886
+19% +$49K 0.02% 159
2021
Q1 		$247K Buy
+10,008
New +$236K 0.02% 164

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