OneDigital Investment Advisors’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $486K | Sell |
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|
2024
Q3 | $2.35M | Sell |
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2024
Q2 | $4.72M | Sell |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $16K | Buy |
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