Glassman Wealth Services’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
2022
Q1
Sell
-55
Closed -$2K 1787
2021
Q4
$2K Buy
+55
New +$2K ﹤0.01% 1209
2021
Q1
Sell
-2,000
Closed -$41K 1520
2020
Q4
$41K Buy
2,000
+1,000
+100% +$20.5K 0.01% 368
2020
Q3
$16K Buy
+1,000
New +$16K ﹤0.01% 487