Foundations Investment 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
Q1 | – | Sell |
-7,300
| Closed | -$279K | – | 893 |
|
|
2024
Q4 | $279K | Buy |
7,300
+1,646
| +29% | +$62.8K | 0.01% | 676 |
|
|
2024
Q3 | $229K | Buy |
+5,654
| New | +$229K | ﹤0.01% | 721 |
|
|
2024
Q2 | – | Sell |
-308,531
| Closed | -$13.3M | – | 778 |
|
|
2024
Q1 | $13.3M | Buy |
308,531
+20,858
| +7% | +$896K | 0.35% | 61 |
|
|
2023
Q4 | $11.2M | Buy |
+287,673
| New | +$11.2M | 0.3% | 66 |
|