Forthright Family Wealth Advisory’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	–	Sell	-12,454	Closed	-$517K	–	72
2024 Q2	$517K	Buy	12,454 +192	+2%	+$7.97K	0.33%	43
2024 Q1	$527K	Buy	12,262 +5,085	+71%	+$218K	0.35%	39
2023 Q4	$281K	Buy	+7,177	New	+$281K	0.22%	43