Physician Wealth Advisors’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 | $6.4K | Buy |
163
+17
| +12% | +$668 | ﹤0.01% | 742 |
|
2025
Q1 | $6.16K | Sell |
146
-60
| -29% | -$2.53K | ﹤0.01% | 701 |
|
2024
Q4 | $7.87K | Buy |
+206
| New | +$7.87K | ﹤0.01% | 663 |
|
2024
Q2 | – | Sell |
-44,903
| Closed | -$1.94M | – | 183 |
|
2024
Q1 | $1.94M | Buy |
44,903
+7,593
| +20% | +$328K | 0.41% | 41 |
|
2023
Q4 | $1.4M | Buy |
+37,310
| New | +$1.4M | 0.31% | 50 |
|