Golden State Wealth Management’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 | $14K | Sell |
356
-185
| -34% | -$7.28K | ﹤0.01% | 976 |
|
|
2025
Q1 | $22.8K | Hold |
541
| – | – | ﹤0.01% | 771 |
|
|
2024
Q4 | $20.7K | Buy |
+541
| New | +$20.7K | ﹤0.01% | 759 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$4K | – | 551 |
|
|
2020
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 778 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$8K | – | 500 |
|
|
2019
Q3 | $8K | Buy |
250
+85
| +52% | +$2.72K | ﹤0.01% | 786 |
|
|
2019
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 871 |
|
|
2019
Q1 | $6K | Buy |
+165
| New | +$6K | ﹤0.01% | 866 |
|