JFS Wealth Advisors’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
Q2 | $38.9K | Hold |
990
| – | – | ﹤0.01% | 516 |
|
|
2025
Q1 | $41.7K | Sell |
990
-11,774
| -92% | -$495K | ﹤0.01% | 513 |
|
|
2024
Q4 | $487K | Buy |
12,764
+1,179
| +10% | +$45K | 0.03% | 197 |
|
|
2024
Q3 | $469K | Buy |
11,585
+37
| +0.3% | +$1.5K | 0.03% | 202 |
|
|
2024
Q2 | $479K | Buy |
11,548
+4,800
| +71% | +$199K | 0.04% | 155 |
|
|
2024
Q1 | $290K | Buy |
6,748
+2,830
| +72% | +$122K | 0.02% | 205 |
|
|
2023
Q4 | $153K | Buy |
+3,918
| New | +$153K | 0.01% | 254 |
|