Liberty 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
Q1 | – | Sell |
-10,305
| Closed | -$393K | – | 176 |
|
|
2024
Q4 | $393K | Sell |
10,305
-6,201
| -38% | -$237K | 0.07% | 139 |
|
|
2024
Q3 | $668K | Sell |
16,506
-19,857
| -55% | -$804K | 0.11% | 101 |
|
|
2024
Q2 | $764K | Sell |
36,363
-16,949
| -32% | -$356K | 0.14% | 86 |
|
|
2024
Q1 | $2.29M | Buy |
53,312
+9,102
| +21% | +$390K | 0.45% | 46 |
|
|
2023
Q4 | $1.73M | Buy |
+44,210
| New | +$1.73M | 0.37% | 50 |
|