One Wealth 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
Q1 | – | Sell |
-9,444
| Closed | -$361K | – | 299 |
|
|
2024
Q4 | $361K | Sell |
9,444
-6,045
| -39% | -$231K | 0.05% | 163 |
|
|
2024
Q3 | $627K | Sell |
15,489
-1,240
| -7% | -$50.2K | 0.1% | 111 |
|
|
2024
Q2 | $685K | Sell |
16,729
-46,382
| -73% | -$1.9M | 0.15% | 77 |
|
|
2024
Q1 | $2.71M | Buy |
63,111
+22,835
| +57% | +$981K | 0.47% | 42 |
|
|
2023
Q4 | $1.58M | Buy |
+40,276
| New | +$1.58M | 0.3% | 53 |
|