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