Security Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,659
| Closed | -$331K | – | 173 |
|
|
2024
Q4 | $331K | Sell |
8,659
-6,226
| -42% | -$238K | 0.07% | 126 |
|
|
2024
Q3 | $603K | Sell |
14,885
-8,053
| -35% | -$326K | 0.12% | 87 |
|
|
2024
Q2 | $952K | Sell |
22,938
-5,728
| -20% | -$238K | 0.21% | 70 |
|
|
2024
Q1 | $1.23M | Sell |
28,666
-71,799
| -71% | -$3.08M | 0.28% | 62 |
|
|
2023
Q4 | $3.93M | Buy |
+100,465
| New | +$3.93M | 0.96% | 26 |
|