Sierra Summit 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.54M | Buy |
64,762
+1,490
| +2% | +$58.5K | 0.45% | 41 |
|
2025
Q1 | $2.66M | Sell |
63,272
-292
| -0.5% | -$12.3K | 0.58% | 39 |
|
2024
Q4 | $2.43M | Buy |
63,564
+2,566
| +4% | +$98K | 0.49% | 38 |
|
2024
Q3 | $2.47M | Buy |
60,998
+11,012
| +22% | +$446K | 0.57% | 37 |
|
2024
Q2 | $2.07M | Buy |
49,986
+5,700
| +13% | +$237K | 0.51% | 39 |
|
2024
Q1 | $1.9M | Buy |
44,286
+346
| +0.8% | +$14.9K | 0.52% | 37 |
|
2023
Q4 | $1.72M | Buy |
+43,940
| New | +$1.72M | 0.5% | 41 |
|