Perigon Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $649K | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $78K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $373K | Buy |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $62K | Sell |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $615K | Sell |
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|
2017
Q1 | $788K | Sell |
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|
2016
Q4 | $798K | Buy |
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|
2016
Q3 | $636K | Sell |
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|
2016
Q2 | $686K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $465K | Sell |
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|
2015
Q3 | $678K | Hold |
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|
2015
Q2 | $827K | Buy |
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|
2015
Q1 | $706K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $203K | Buy |
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|
2014
Q2 | $220K | Buy |
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