SWA
SOA Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$8K | ﹤0.01% | 550 |
|