Ehrlich Financial Group’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 |
-7,614
| Closed | -$291K | – | 114 |
|
|
2024
Q4 | $291K | Sell |
7,614
-113
| -1% | -$4.31K | 0.21% | 86 |
|
|
2024
Q3 | $313K | Buy |
7,727
+364
| +5% | +$14.7K | 0.22% | 72 |
|
|
2024
Q2 | $306K | Sell |
7,363
-17,937
| -71% | -$745K | 0.24% | 72 |
|
|
2024
Q1 | $1.09M | Buy |
25,300
+14,837
| +142% | +$637K | 0.91% | 26 |
|
|
2023
Q4 | $409K | Buy |
+10,463
| New | +$409K | 0.41% | 59 |
|