Fiduciary Planning’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 | $700K | Sell |
17,808
-4,752
| -21% | -$187K | 0.23% | 45 |
|
|
2025
Q1 | $949K | Sell |
22,560
-30,372
| -57% | -$1.28M | 0.31% | 36 |
|
|
2024
Q4 | $2.02M | Sell |
52,932
-32,605
| -38% | -$1.24M | 0.66% | 29 |
|
|
2024
Q3 | $3.46M | Buy |
85,537
+4,232
| +5% | +$171K | 1.18% | 18 |
|
|
2024
Q2 | $3.37M | Sell |
81,305
-1,292
| -2% | -$53.6K | 1.21% | 20 |
|
|
2024
Q1 | $3.55M | Sell |
82,597
-41,354
| -33% | -$1.78M | 1.34% | 16 |
|
|
2023
Q4 | $4.85M | Buy |
123,951
+94,774
| +325% | +$3.71M | 2.06% | 12 |
|
|
2023
Q3 | $1.2M | Buy |
+29,177
| New | +$1.2M | 0.57% | 27 |
|