MPW
MA Private Wealth’s iShares Global Energy ETF IXC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $524K | Sell |
13,328
-123,266
| -90% | -$4.84M | 0.09% | 61 |
|
2025
Q1 | $5.75M | Sell |
136,594
-1,573
| -1% | -$66.2K | 1.08% | 19 |
|
2024
Q4 | $5.28M | Buy |
138,167
+1,793
| +1% | +$68.5K | 0.99% | 18 |
|
2024
Q3 | $5.52M | Buy |
136,374
+14,127
| +12% | +$572K | 1.03% | 18 |
|
2024
Q2 | $5.07M | Buy |
122,247
+1,786
| +1% | +$74.1K | 1% | 19 |
|
2024
Q1 | $5.17M | Buy |
120,461
+10,859
| +10% | +$466K | 1.05% | 19 |
|
2023
Q4 | $4.29M | Buy |
+109,602
| New | +$4.29M | 0.91% | 22 |
|