Sowell Financial Services’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
2026 Q1	$729K	Sell	12,649 -579	-4%	-$28.8K	0.03%	520
2025 Q4	$555K	Buy	13,228 +7,552	+133%	+$317K	0.02%	615
2025 Q3	$237K	Sell	5,676 -1,284	-18%	-$52.3K	0.01%	916
2025 Q2	$273K	Sell	6,960 -34	-0.5%	-$1.3K	0.01%	827
2025 Q1	$294K	Buy	+6,994	New	+$281K	0.01%	777
2024 Q2	–	Sell	-11,919	Closed	-$512K	–	548
2024 Q1	$512K	Sell	11,919 -172	-1%	-$6.81K	0.02%	447
2023 Q4	$473K	Buy	+12,091	New	+$481K	0.03%	437
2021 Q2	–	Sell	-1,278	Closed	-$34K	–	1638
2021 Q1	$34K	Buy	1,278 +478	+60%	+$11.3K	﹤0.01%	1819
2020 Q4	$16K	Sell	800 -300	-27%	-$5.61K	﹤0.01%	1837
2020 Q3	$18K	Hold	1,100	–	–	﹤0.01%	1605
2020 Q2	$21K	Buy	1,100 +700	+175%	+$13.7K	﹤0.01%	1441
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	1716
2019 Q4	$12K	Sell	400 -91	-19%	-$2.79K	﹤0.01%	1626
2019 Q3	$15K	Buy	+491	New	+$15K	﹤0.01%	1392