ShoreHaven Wealth Partners’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 |
-9,283
| Closed | -$354K | – | 92 |
|
|
2024
Q4 | $354K | Sell |
9,283
-2,246
| -19% | -$85.8K | 0.17% | 67 |
|
|
2024
Q3 | $467K | Sell |
11,529
-353
| -3% | -$14.3K | 0.23% | 57 |
|
|
2024
Q2 | $493K | Sell |
11,882
-28,144
| -70% | -$1.17M | 0.26% | 54 |
|
|
2024
Q1 | $1.72M | Buy |
40,026
+3,882
| +11% | +$167K | 0.95% | 26 |
|
|
2023
Q4 | $1.41M | Buy |
+36,144
| New | +$1.41M | 0.86% | 32 |
|