Phillips Financial Management’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
Q2 | $1.96K | Sell |
49
-51
| -51% | -$2.04K | ﹤0.01% | 273 |
|
|
2025
Q1 | $4.2K | Hold |
100
| – | – | ﹤0.01% | 252 |
|
|
2024
Q4 | $3.81K | Sell |
100
-7
| -7% | -$267 | ﹤0.01% | 251 |
|
|
2024
Q3 | $4.33K | Hold |
107
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $4.44K | Hold |
107
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $4.59K | Sell |
107
-17
| -14% | -$728 | ﹤0.01% | 250 |
|
|
2023
Q4 | $4.85K | Buy |
124
+24
| +24% | +$939 | ﹤0.01% | 234 |
|
|
2023
Q3 | $4.12K | Hold |
100
| – | – | ﹤0.01% | 232 |
|
|
2023
Q2 | $3.71K | Hold |
100
| – | – | ﹤0.01% | 230 |
|
|
2023
Q1 | $3.77K | Hold |
100
| – | – | ﹤0.01% | 231 |
|
|
2022
Q4 | $3.89K | Hold |
100
| – | – | ﹤0.01% | 220 |
|
|
2022
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 218 |
|