Guardian Wealth Advisors (North Carolina)’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 | $633K | Hold |
16,102
| – | – | 0.04% | 174 |
|
|
2025
Q1 | $677K | Sell |
16,102
-435
| -3% | -$18.3K | 0.05% | 159 |
|
|
2024
Q4 | $631K | Buy |
16,537
+1,437
| +10% | +$54.9K | 0.05% | 167 |
|
|
2024
Q3 | $611K | Hold |
15,100
| – | – | 0.06% | 141 |
|
|
2024
Q2 | $627K | Hold |
15,100
| – | – | 0.07% | 133 |
|
|
2024
Q1 | $649K | Hold |
15,100
| – | – | 0.08% | 131 |
|
|
2023
Q4 | $591K | Hold |
15,100
| – | – | 0.09% | 118 |
|
|
2023
Q3 | $623K | Hold |
15,100
| – | – | 0.11% | 104 |
|
|
2023
Q2 | $562K | Hold |
15,100
| – | – | 0.1% | 109 |
|
|
2023
Q1 | $570K | Hold |
15,100
| – | – | 0.1% | 105 |
|
|
2022
Q4 | $589K | Hold |
15,100
| – | – | 0.11% | 98 |
|
|
2022
Q3 | $503K | Hold |
15,100
| – | – | 0.09% | 101 |
|
|
2022
Q2 | $512K | Buy |
+15,100
| New | +$512K | 0.09% | 104 |
|