Retirement Planning Group (Kansas)’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
Q3 | – | Sell |
-7,095
| Closed | -$295K | – | 276 |
|
|
2024
Q2 | $295K | Sell |
7,095
-327
| -4% | -$13.6K | 0.02% | 199 |
|
|
2024
Q1 | $319K | Buy |
7,422
+327
| +5% | +$14K | 0.02% | 170 |
|
|
2023
Q4 | $277K | Hold |
7,095
| – | – | 0.02% | 144 |
|
|
2023
Q3 | $293K | Hold |
7,095
| – | – | 0.03% | 122 |
|
|
2023
Q2 | $264K | Sell |
7,095
-195
| -3% | -$7.26K | 0.03% | 138 |
|
|
2023
Q1 | $275K | Hold |
7,290
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $284K | Hold |
7,290
| – | – | 0.03% | 116 |
|
|
2022
Q3 | $243K | Buy |
7,290
+165
| +2% | +$5.5K | 0.03% | 112 |
|
|
2022
Q2 | $241K | Buy |
+7,125
| New | +$241K | 0.03% | 97 |
|