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KWB Wealth’s iShares Global Energy ETF IXC Stock Holding History

KWB Wealth’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-33,200
Closed -$1.43M – 137
2024
Q2 		$1.43M Sell
33,200
-506
-2% -$21.7K 0.2% 49
2024
Q1 		$1.45M Buy
+33,706
New +$1.45M 0.19% 48