Horst & Graben Wealth Management’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 |
-9,619
| Closed | -$367K | – | 165 |
|
|
2024
Q4 | $367K | Sell |
9,619
-1,827
| -16% | -$69.8K | 0.07% | 108 |
|
|
2024
Q3 | $463K | Sell |
11,446
-6,311
| -36% | -$255K | 0.08% | 93 |
|
|
2024
Q2 | $737K | Sell |
17,757
-90,219
| -84% | -$3.75M | 0.14% | 66 |
|
|
2024
Q1 | $4.64M | Buy |
107,976
+9,669
| +10% | +$415K | 0.94% | 22 |
|
|
2023
Q4 | $3.84M | Buy |
+98,307
| New | +$3.84M | 0.84% | 23 |
|