Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-716
| Closed | -$29.5K | – | 659 |
|
|
2023
Q3 | $29.5K | Hold |
716
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $26.6K | Buy |
716
+14
| +2% | +$521 | 0.02% | 208 |
|
|
2023
Q1 | $26.5K | Hold |
702
| – | – | 0.02% | 218 |
|
|
2022
Q4 | $27.4K | Buy |
702
+20
| +3% | +$780 | 0.02% | 209 |
|
|
2022
Q3 | $23K | Hold |
682
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $23K | Sell |
682
-6,014
| -90% | -$203K | 0.02% | 215 |
|
|
2022
Q1 | $24K | Buy |
6,696
+6,027
| +901% | +$21.6K | 0.02% | 225 |
|
|
2021
Q4 | $18.4K | Buy |
+669
| New | +$18.4K | 0.02% | 256 |
|