Cypress Wealth Services’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 |
-6,528
| Closed | -$249K | – | 290 |
|
|
2024
Q4 | $249K | Sell |
6,528
-3,213
| -33% | -$123K | 0.05% | 234 |
|
|
2024
Q3 | $394K | Sell |
9,741
-2,341
| -19% | -$94.8K | 0.08% | 178 |
|
|
2024
Q2 | $502K | Sell |
12,082
-41,633
| -78% | -$1.73M | 0.11% | 139 |
|
|
2024
Q1 | $2.31M | Buy |
53,715
+16,323
| +44% | +$701K | 0.54% | 43 |
|
|
2023
Q4 | $1.46M | Buy |
+37,392
| New | +$1.46M | 0.36% | 56 |
|