First Heartland Consultants’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 | $305K | Buy |
7,774
+843
| +12% | +$33.1K | 0.03% | 382 |
|
|
2025
Q1 | $292K | Buy |
6,931
+728
| +12% | +$30.6K | 0.03% | 352 |
|
|
2024
Q4 | $237K | Buy |
6,203
+1,189
| +24% | +$45.4K | 0.02% | 396 |
|
|
2024
Q3 | $203K | Buy |
+5,014
| New | +$203K | 0.02% | 440 |
|
|
2024
Q2 | – | Sell |
-5,964
| Closed | -$256K | – | 453 |
|
|
2024
Q1 | $256K | Buy |
+5,964
| New | +$256K | 0.03% | 359 |
|