Mount Yale Investment Advisors’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 | $198K | Sell |
5,033
-2,197
| -30% | -$86.3K | 0.02% | 543 |
|
|
2025
Q1 | $304K | Sell |
7,230
-2,698
| -27% | -$114K | 0.03% | 429 |
|
|
2024
Q4 | $379K | Buy |
9,928
+77
| +0.8% | +$2.94K | 0.03% | 389 |
|
|
2024
Q3 | $399K | Buy |
9,851
+835
| +9% | +$33.8K | 0.04% | 374 |
|
|
2024
Q2 | $374K | Sell |
9,016
-11,456
| -56% | -$476K | 0.03% | 394 |
|
|
2024
Q1 | $879K | Buy |
20,472
+1,995
| +11% | +$85.7K | 0.07% | 241 |
|
|
2023
Q4 | $723K | Buy |
+18,477
| New | +$723K | 0.07% | 257 |
|