Gries Financial’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 |
-20,704
| Closed | -$790K | – | 290 |
|
|
2024
Q4 | $790K | Sell |
20,704
-4,485
| -18% | -$171K | 0.14% | 139 |
|
|
2024
Q3 | $1.02M | Sell |
25,189
-15,761
| -38% | -$638K | 0.19% | 123 |
|
|
2024
Q2 | $1.7M | Sell |
40,950
-40,338
| -50% | -$1.67M | 0.35% | 79 |
|
|
2024
Q1 | $3.49M | Buy |
81,288
+8,252
| +11% | +$354K | 0.58% | 37 |
|
|
2023
Q4 | $2.86M | Buy |
+73,036
| New | +$2.86M | 0.63% | 32 |
|