Founders Financial Securities’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 | $396K | Sell |
10,072
-381
| -4% | -$15K | 0.03% | 378 |
|
|
2025
Q1 | $399K | Sell |
10,453
-1,458
| -12% | -$55.6K | 0.03% | 351 |
|
|
2024
Q4 | $455K | Sell |
11,911
-278
| -2% | -$10.6K | 0.04% | 323 |
|
|
2024
Q3 | $493K | Hold |
12,189
| – | – | 0.05% | 272 |
|
|
2024
Q2 | $506K | Sell |
12,189
-606
| -5% | -$25.2K | 0.05% | 286 |
|
|
2024
Q1 | $550K | Buy |
12,795
+220
| +2% | +$9.45K | 0.06% | 247 |
|
|
2023
Q4 | $492K | Buy |
12,575
+212
| +2% | +$8.29K | 0.05% | 247 |
|
|
2023
Q3 | $510K | Sell |
12,363
-1,040
| -8% | -$42.9K | 0.07% | 211 |
|
|
2023
Q2 | $499K | Sell |
13,403
-1,659
| -11% | -$61.7K | 0.07% | 213 |
|
|
2023
Q1 | $569K | Hold |
15,062
| – | – | 0.08% | 189 |
|
|
2022
Q4 | $587K | Hold |
15,062
| – | – | 0.09% | 181 |
|
|
2022
Q3 | $502K | Buy |
+15,062
| New | +$502K | 0.09% | 176 |
|