Plante Moran Financial 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
Q1 | – | Sell |
-58
| Closed | -$2.21K | – | 889 |
|
|
2024
Q4 | $2.21K | Buy |
58
+3
| +5% | +$115 | ﹤0.01% | 773 |
|
|
2024
Q3 | $2.23K | Hold |
55
| – | – | ﹤0.01% | 748 |
|
|
2024
Q2 | $2.28K | Hold |
55
| – | – | ﹤0.01% | 701 |
|
|
2024
Q1 | $2.36K | Hold |
55
| – | – | ﹤0.01% | 756 |
|
|
2023
Q4 | $2.15K | Buy |
+55
| New | +$2.15K | ﹤0.01% | 716 |
|
|
2022
Q4 | – | Sell |
-185
| Closed | -$6K | – | 931 |
|
|
2022
Q3 | $6K | Sell |
185
-453
| -71% | -$14.7K | ﹤0.01% | 662 |
|
|
2022
Q2 | $22K | Buy |
+638
| New | +$22K | ﹤0.01% | 445 |
|
|
2021
Q2 | – | Sell |
-394
| Closed | -$10K | – | 1023 |
|
|
2021
Q1 | $10K | Buy |
+394
| New | +$10K | ﹤0.01% | 645 |
|