LA
Legacy Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,716
| Closed | -$240K | – | 212 |
|
|
2025
Q1 | $240K | Sell |
5,716
-635
| -10% | -$26.7K | 0.02% | 372 |
|
|
2024
Q4 | $242K | Hold |
6,351
| – | – | 0.02% | 347 |
|
|
2024
Q3 | $257K | Hold |
6,351
| – | – | 0.03% | 320 |
|
|
2024
Q2 | $264K | Sell |
6,351
-1,897
| -23% | -$78.7K | 0.03% | 270 |
|
|
2024
Q1 | $354K | Hold |
8,248
| – | – | 0.04% | 234 |
|
|
2023
Q4 | $323K | Hold |
8,248
| – | – | 0.04% | 231 |
|
|
2023
Q3 | $340K | Hold |
8,248
| – | – | 0.05% | 222 |
|
|
2023
Q2 | $307K | Buy |
+8,248
| New | +$307K | 0.05% | 218 |
|