Merriman Wealth Management’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $895K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $744K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.47M | Hold |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $663K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.42M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $903K | Sell |
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|
2018
Q2 | $3.99M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $476K | Sell |
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|
2016
Q1 | $831K | Buy |
|