Lido 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,622
| Closed | -$506K | – | 1237 |
|
2023
Q4 | $506K | Sell |
7,622
-899
| -11% | -$59.6K | ﹤0.01% | 772 |
|
2023
Q3 | $352K | Sell |
8,521
-147
| -2% | -$6.07K | ﹤0.01% | 776 |
|
2023
Q2 | $527K | Buy |
+8,668
| New | +$527K | ﹤0.01% | 649 |
|
2022
Q2 | – | Sell |
-7,503
| Closed | -$271K | – | 887 |
|
2022
Q1 | $271K | Buy |
+7,503
| New | +$271K | ﹤0.01% | 749 |
|