Mid Atlantic Financial 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
2021
Q3
$359K Sell
13,380
-950
-7% -$25.5K 0.02% 583
2021
Q2
$381K Sell
14,330
-17,173
-55% -$457K 0.03% 573
2021
Q1
$777K Buy
31,503
+5,718
+22% +$141K 0.06% 314
2020
Q4
$524K Buy
+25,785
New +$524K 0.04% 380