Regimen Wealth’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
Q4 | – | Sell |
-7,555
| Closed | -$306K | – | 68 |
|
|
2024
Q3 | $306K | Buy |
7,555
+30
| +0.4% | +$1.21K | 0.1% | 50 |
|
|
2024
Q2 | $312K | Buy |
7,525
+680
| +10% | +$28.2K | 0.11% | 50 |
|
|
2024
Q1 | $294K | Buy |
6,845
+284
| +4% | +$12.2K | 0.1% | 49 |
|
|
2023
Q4 | $257K | Buy |
+6,561
| New | +$257K | 0.1% | 54 |
|