HWA
HHM Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-245
| Closed | -$6K | – | 637 |
|
|
2021
Q1 | $6K | Hold |
245
| – | – | ﹤0.01% | 488 |
|
|
2020
Q4 | $5K | Hold |
245
| – | – | ﹤0.01% | 464 |
|
|
2020
Q3 | $4K | Sell |
245
-311
| -56% | -$5.08K | ﹤0.01% | 440 |
|
|
2020
Q2 | $11K | Buy |
556
+10
| +2% | +$198 | ﹤0.01% | 362 |
|
|
2020
Q1 | $9K | Buy |
+546
| New | +$9K | ﹤0.01% | 360 |
|