HHRDM
H&H Retirement Design & Management’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,353
| Closed | -$1.26M | – | 78 |
|
|
2022
Q4 | $1.26M | Buy |
31,353
+513
| +2% | +$20.6K | 1.06% | 25 |
|
|
2022
Q3 | $1.12M | Sell |
30,840
-10,478
| -25% | -$380K | 1.05% | 27 |
|
|
2022
Q2 | $1.47M | Sell |
41,318
-4,863
| -11% | -$173K | 1.07% | 27 |
|
|
2022
Q1 | $1.72M | Sell |
46,181
-3,706
| -7% | -$138K | 1.18% | 23 |
|
|
2021
Q4 | $1.61M | Buy |
+49,887
| New | +$1.61M | 1.02% | 27 |
|