RCS Financial Planning’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
2024
Q2
Sell
-6,990
Closed -$300K 70
2024
Q1
$300K Sell
6,990
-1,615
-19% -$69.4K 0.18% 63
2023
Q4
$337K Buy
+8,605
New +$337K 0.22% 55