Powell Investment 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 | $56.3K | Buy |
1,432
+24
| +2% | +$943 | 0.02% | 151 |
|
|
2025
Q1 | $59.2K | Hold |
1,408
| – | – | 0.03% | 132 |
|
|
2024
Q4 | $53.8K | Buy |
1,408
+31
| +2% | +$1.18K | 0.02% | 145 |
|
|
2024
Q3 | $55.7K | Hold |
1,377
| – | – | 0.03% | 136 |
|
|
2024
Q2 | $57.1K | Buy |
1,377
+31
| +2% | +$1.29K | 0.03% | 135 |
|
|
2024
Q1 | $57.8K | Hold |
1,346
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $52.7K | Buy |
1,346
+21
| +2% | +$821 | 0.03% | 136 |
|
|
2023
Q3 | $54.7K | Hold |
1,325
| – | – | 0.03% | 127 |
|
|
2023
Q2 | $49.3K | Buy |
1,325
+25
| +2% | +$930 | 0.03% | 118 |
|
|
2023
Q1 | $49.1K | Hold |
1,300
| – | – | 0.03% | 120 |
|
|
2022
Q4 | $50.7K | Buy |
1,300
+36
| +3% | +$1.4K | 0.03% | 118 |
|
|
2022
Q3 | $42K | Hold |
1,264
| – | – | 0.03% | 117 |
|
|
2022
Q2 | $43K | Buy |
1,264
+26
| +2% | +$884 | 0.03% | 130 |
|
|
2022
Q1 | $45K | Hold |
1,238
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $34K | Buy |
1,238
+31
| +3% | +$851 | 0.02% | 127 |
|
|
2021
Q3 | $32K | Hold |
1,207
| – | – | 0.02% | 119 |
|
|
2021
Q2 | $32K | Buy |
1,207
+19
| +2% | +$504 | 0.02% | 116 |
|
|
2021
Q1 | $29K | Hold |
1,188
| – | – | 0.02% | 118 |
|
|
2020
Q4 | $24K | Buy |
1,188
+34
| +3% | +$687 | 0.02% | 106 |
|
|
2020
Q3 | $19K | Hold |
1,154
| – | – | 0.02% | 115 |
|
|
2020
Q2 | $23K | Sell |
1,154
-11,682
| -91% | -$233K | 0.02% | 110 |
|
|
2020
Q1 | $217K | Buy |
+12,836
| New | +$217K | 0.26% | 78 |
|