Family Asset 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
2024
Q3
$150K Sell
3,709
-281
-7% -$11.4K 0.09% 111
2024
Q2
$166K Buy
3,990
+3,345
+519% +$139K 0.11% 109
2024
Q1
$27.7K Buy
645
+80
+14% +$3.44K 0.02% 141
2023
Q4
$22.1K Buy
+565
New +$22.1K 0.01% 146