LifePlan Investment 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
Q2
Sell
-4,789
Closed -$206K 85
2024
Q1
$206K Buy
+4,789
New +$206K 0.16% 80