EverSource Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
896
-666
| -43% | -$26.2K | ﹤0.01% | 1855 |
|
|
2025
Q1 | $65.7K | Sell |
1,562
-230
| -13% | -$9.68K | ﹤0.01% | 1099 |
|
|
2024
Q4 | $68.4K | Sell |
1,792
-347
| -16% | -$13.2K | ﹤0.01% | 1047 |
|
|
2024
Q3 | $86.6K | Sell |
2,139
-2,644
| -55% | -$107K | 0.01% | 848 |
|
|
2024
Q2 | $202K | Buy |
4,783
+2,031
| +74% | +$85.6K | 0.01% | 552 |
|
|
2024
Q1 | $119K | Buy |
2,752
+591
| +27% | +$25.5K | 0.01% | 649 |
|
|
2023
Q4 | $84.5K | Buy |
+2,161
| New | +$84.5K | 0.01% | 698 |
|
|
2022
Q3 | – | Sell |
-118
| Closed | -$4K | – | 2042 |
|
|
2022
Q2 | $4K | Sell |
118
-15
| -11% | -$508 | ﹤0.01% | 1326 |
|
|
2022
Q1 | $5K | Sell |
133
-85
| -39% | -$3.2K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $6K | Buy |
+218
| New | +$6K | ﹤0.01% | 1182 |
|