Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $206K | Hold |
5,000
| – | – | 0.02% | 281 |
|
|
2023
Q2 | $186K | Hold |
5,000
| – | – | 0.02% | 322 |
|
|
2023
Q1 | $189K | Buy |
+5,000
| New | +$189K | 0.02% | 322 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$40K | – | 477 |
|
|
2019
Q1 | $40K | Buy |
+1,200
| New | +$40K | 0.01% | 399 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$45K | – | 499 |
|
|
2018
Q2 | $45K | Buy |
+1,200
| New | +$45K | 0.02% | 407 |
|