Founders Financial Alliance’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 |
-70
| Closed | -$2.95K | – | 591 |
|
|
2025
Q1 | $2.95K | Hold |
70
| – | – | ﹤0.01% | 578 |
|
|
2024
Q4 | $2.67K | Hold |
70
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $2.83K | Sell |
70
-116
| -62% | -$4.7K | ﹤0.01% | 551 |
|
|
2024
Q2 | $7.72K | Hold |
186
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $7.99K | Buy |
+186
| New | +$7.99K | ﹤0.01% | 487 |
|
|
2023
Q3 | – | Sell |
-851
| Closed | -$31.7K | – | 495 |
|
|
2023
Q2 | $31.7K | Hold |
851
| – | – | 0.01% | 379 |
|
|
2023
Q1 | $32.1K | Hold |
851
| – | – | 0.02% | 338 |
|
|
2022
Q4 | $33.2K | Hold |
851
| – | – | 0.02% | 359 |
|
|
2022
Q3 | $28K | Sell |
851
-3,051
| -78% | -$100K | 0.01% | 366 |
|
|
2022
Q2 | $132K | Buy |
3,902
+2,736
| +235% | +$92.6K | 0.07% | 239 |
|
|
2022
Q1 | $42K | Hold |
1,166
| – | – | 0.02% | 336 |
|
|
2021
Q4 | $32K | Sell |
1,166
-35
| -3% | -$961 | 0.01% | 383 |
|
|
2021
Q3 | $32K | Hold |
1,201
| – | – | 0.02% | 353 |
|
|
2021
Q2 | $32K | Hold |
1,201
| – | – | 0.01% | 370 |
|
|
2021
Q1 | $32K | Hold |
1,201
| – | – | 0.02% | 357 |
|
|
2020
Q4 | $24K | Hold |
1,201
| – | – | 0.01% | 336 |
|
|
2020
Q3 | $20K | Buy |
+1,201
| New | +$20K | 0.01% | 580 |
|