Dynasty 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 | – | Sell |
-8,079
| Closed | -$340K | – | 238 |
|
|
2025
Q1 | $340K | Sell |
8,079
-934,021
| -99% | -$39.3M | 0.01% | 217 |
|
|
2024
Q4 | $36M | Buy |
+942,100
| New | +$36M | 0.62% | 35 |
|
|
2024
Q3 | – | Sell |
-14,114
| Closed | -$586K | – | 248 |
|
|
2024
Q2 | $586K | Sell |
14,114
-3,642
| -21% | -$151K | 0.02% | 176 |
|
|
2024
Q1 | $763K | Buy |
+17,756
| New | +$763K | 0.02% | 146 |
|