MWS
IXC icon

Maxwell Wealth Strategies’s iShares Global Energy ETF IXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,391
Closed -$570K 105
2024
Q1
$570K Buy
13,391
+1,400
+12% +$59.5K 0.29% 74
2023
Q4
$469K Buy
+11,991
New +$469K 0.31% 64