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Heritage Wealth Management (Arizona)’s iShares Global Energy ETF IXC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$42.3K Buy
1,084
+542
+100% +$21.1K 0.01% 526
2022
Q3 		$18K Hold
542
– – 0.01% 552
2022
Q2 		$18.4K Hold
542
– – 0.01% 552
2022
Q1 		$20K Buy
+542
New +$20K 0.01% 600