Keebeck 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
Q2 | – | Sell |
-6,715
| Closed | -$283K | – | 340 |
|
|
2025
Q1 | $283K | Sell |
6,715
-4,871
| -42% | -$205K | 0.04% | 228 |
|
|
2024
Q4 | $442K | Sell |
11,586
-303
| -3% | -$11.6K | 0.06% | 173 |
|
|
2024
Q3 | $481K | Sell |
11,889
-22,762
| -66% | -$921K | 0.07% | 174 |
|
|
2024
Q2 | $1.44M | Sell |
34,651
-15,374
| -31% | -$638K | 0.21% | 113 |
|
|
2024
Q1 | $2.15M | Buy |
50,025
+28,700
| +135% | +$1.23M | 0.32% | 86 |
|
|
2023
Q4 | $834K | Buy |
+21,325
| New | +$834K | 0.14% | 140 |
|