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