Pinnacle Wealth Management Advisory Group’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
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $530K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $395K | Buy |
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