Dakota Wealth Management’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 | $2.13M | Sell |
54,222
-6,101
| -10% | -$240K | 0.04% | 260 |
|
|
2025
Q1 | $2.54M | Buy |
60,323
+4,110
| +7% | +$173K | 0.06% | 230 |
|
|
2024
Q4 | $2.15M | Sell |
56,213
-5,624
| -9% | -$215K | 0.05% | 250 |
|
|
2024
Q3 | $2.5M | Sell |
61,837
-4,114
| -6% | -$167K | 0.06% | 241 |
|
|
2024
Q2 | $2.74M | Buy |
65,951
+1,569
| +2% | +$65.1K | 0.06% | 226 |
|
|
2024
Q1 | $2.77M | Buy |
+64,382
| New | +$2.77M | 0.07% | 227 |
|