QPWM
Quadrant Private Wealth Management’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,556
| Closed | -$403K | – | 238 |
|
|
2024
Q4 | $403K | Buy |
10,556
+2,411
| +30% | +$92.1K | 0.1% | 167 |
|
|
2024
Q3 | $330K | Sell |
8,145
-2,054
| -20% | -$83.1K | 0.08% | 183 |
|
|
2024
Q2 | $423K | Sell |
10,199
-13,211
| -56% | -$548K | 0.1% | 158 |
|
|
2024
Q1 | $1.01M | Buy |
23,410
+11,918
| +104% | +$512K | 0.25% | 85 |
|
|
2023
Q4 | $449K | Buy |
+11,492
| New | +$449K | 0.12% | 135 |
|