Destiny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,619
| Closed | -$180K | – | 410 |
|
|
2022
Q4 | $180K | Hold |
4,619
| – | – | 0.04% | 186 |
|
|
2022
Q3 | $154K | Sell |
4,619
-1,122
| -20% | -$37.4K | 0.03% | 195 |
|
|
2022
Q2 | $195K | Buy |
5,741
+330
| +6% | +$11.2K | 0.04% | 191 |
|
|
2022
Q1 | $196K | Sell |
5,411
-885
| -14% | -$32.1K | 0.04% | 157 |
|
|
2021
Q4 | $173K | Sell |
6,296
-224,865
| -97% | -$6.18M | 0.03% | 191 |
|
|
2021
Q3 | $6.21M | Buy |
231,161
+17,531
| +8% | +$471K | 1.25% | 29 |
|
|
2021
Q2 | $5.68M | Buy |
213,630
+1,729
| +0.8% | +$46K | 1.09% | 34 |
|
|
2021
Q1 | $5.22M | Buy |
+211,901
| New | +$5.22M | 1.09% | 34 |
|