Keystone Financial Services (Colorado)’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
2024 Q2	–	Sell	-45,692	Closed	-$1.96M	–	90
2024 Q1	$1.96M	Buy	45,692 +5,279	+13%	+$227K	0.86%	16
2023 Q4	$1.58M	Buy	+40,413	New	+$1.58M	0.75%	21