One Wealth Management Investment & Advisory Services’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
2024 Q3	–	Sell	-6,651	Closed	-$276K	–	89
2024 Q2	$276K	Sell	6,651 -14,430	-68%	-$599K	0.11%	89
2024 Q1	$905K	Buy	21,081 +9,961	+90%	+$428K	0.37%	45
2023 Q4	$435K	Buy	+11,120	New	+$435K	0.19%	78