MGO Private Wealth’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
2025
Q2
$347K Hold
8,838
0.22% 50
2025
Q1
$372K Hold
8,838
0.26% 45
2024
Q4
$337K Buy
8,838
+2,412
+38% +$92.1K 0.24% 47
2024
Q3
$260K Hold
6,426
0.19% 48
2024
Q2
$267K Hold
6,426
0.17% 67
2024
Q1
$276K Hold
6,426
0.17% 66
2023
Q4
$251K Buy
+6,426
New +$251K 0.17% 64