SOA Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-364	Closed	-$14.2K	–	917
2023 Q4	$14.2K	Hold	364	–	–	﹤0.01%	482
2023 Q3	$15K	Hold	364	–	–	﹤0.01%	468
2023 Q2	$13.5K	Hold	364	–	–	﹤0.01%	494
2023 Q1	$13.7K	Hold	364	–	–	﹤0.01%	487
2022 Q4	$14.2K	Hold	364	–	–	﹤0.01%	466
2022 Q3	$12K	Hold	364	–	–	﹤0.01%	480
2022 Q2	$12K	Hold	364	–	–	﹤0.01%	469
2022 Q1	$13K	Hold	364	–	–	﹤0.01%	535
2021 Q4	$9K	Hold	364	–	–	﹤0.01%	590
2021 Q3	$9K	Hold	364	–	–	﹤0.01%	610
2021 Q2	$9K	Hold	364	–	–	﹤0.01%	592
2021 Q1	$8K	Hold	364	–	–	﹤0.01%	549
2020 Q4	$8K	Buy	+364	New	+$6.8K	﹤0.01%	550