Marks Group 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
2024 Q2	–	Sell	-15,830	Closed	-$680K	–	296
2024 Q1	$680K	Buy	15,830 +866	+6%	+$37.2K	0.07%	193
2023 Q4	$585K	Buy	+14,964	New	+$585K	0.07%	206