Cyndeo Wealth Partners’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
Q1 | – | Sell |
-18,742
| Closed | -$716K | – | 467 |
|
|
2024
Q4 | $716K | Buy |
+18,742
| New | +$716K | 0.05% | 254 |
|
|
2024
Q3 | – | Sell |
-8,798
| Closed | -$365K | – | 455 |
|
|
2024
Q2 | $365K | Sell |
8,798
-4,238
| -33% | -$176K | 0.03% | 313 |
|
|
2024
Q1 | $560K | Buy |
13,036
+2,562
| +24% | +$110K | 0.05% | 252 |
|
|
2023
Q4 | $410K | Buy |
+10,474
| New | +$410K | 0.04% | 269 |
|