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My Legacy Advisors’s iShares Global Energy ETF IXC Stock Holding History

My Legacy Advisors’s Portfolio IXC Stock Details IXC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,119
Closed -$821K – 210
2024
Q1 		$821K Buy
19,119
+5,570
+41% +$239K 0.28% 104
2023
Q4 		$519K Buy
13,549
+1,397
+11% +$53.5K 0.19% 147
2023
Q3 		$511K Buy
+12,152
New +$511K 0.21% 137