PFA
Pathway Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,700
| Closed | -$262K | – | 106 |
|
|
2019
Q4 | $262K | Hold |
8,700
| – | – | 0.07% | 98 |
|
|
2019
Q3 | $275K | Hold |
8,700
| – | – | 0.08% | 77 |
|
|
2019
Q2 | $282K | Hold |
8,700
| – | – | 0.08% | 76 |
|
|
2019
Q1 | $293K | Hold |
8,700
| – | – | 0.09% | 75 |
|
|
2018
Q4 | $255K | Hold |
8,700
| – | – | 0.14% | 78 |
|
|
2018
Q3 | $272K | Hold |
8,700
| – | – | 0.15% | 77 |
|
|
2018
Q2 | $325K | Hold |
8,700
| – | – | 0.19% | 61 |
|
|
2018
Q1 | $296K | Hold |
8,700
| – | – | 0.17% | 64 |
|
|
2017
Q4 | $309K | Buy |
+8,700
| New | +$309K | 0.18% | 65 |
|