LGT Financial 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
$1.14K Sell
29
-115
-80% -$4.52K ﹤0.01% 382
2025
Q1
$6.06K Sell
144
-280
-66% -$11.8K 0.02% 206
2024
Q4
$16.2K Sell
424
-160
-27% -$6.11K 0.04% 351
2024
Q3
$23.7K Sell
584
-14
-2% -$567 0.06% 245
2024
Q2
$24.8K Sell
598
-1,420
-70% -$59K 0.05% 254
2024
Q1
$86.7K Buy
2,018
+740
+58% +$31.8K 0.1% 188
2023
Q4
$50K Buy
+1,278
New +$50K 0.06% 212