Icon Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$206K Hold
2023
Q2
$186K Hold
2023
Q1
$189K Buy
2019
Q2
Sell
2019
Q1
$40K Buy
2018
Q3
Sell
2018
Q2
$45K Buy