Financial Life Advisors’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 |
-24,755
| Closed | -$1.04M | – | 50 |
|
2025
Q1 | $1.04M | Sell |
24,755
-30,038
| -55% | -$1.26M | 0.39% | 28 |
|
2024
Q4 | $2.09M | Buy |
54,793
+3,596
| +7% | +$137K | 0.79% | 20 |
|
2024
Q3 | $2.07M | Buy |
51,197
+2,569
| +5% | +$104K | 0.78% | 20 |
|
2024
Q2 | $2.02M | Buy |
48,628
+6,360
| +15% | +$264K | 0.82% | 20 |
|
2024
Q1 | $1.82M | Buy |
42,268
+7,254
| +21% | +$312K | 0.76% | 20 |
|
2023
Q4 | $1.37M | Buy |
+35,014
| New | +$1.37M | 0.59% | 29 |
|