Sowell Financial Services’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 | $273K | Sell |
6,960
-34
| -0.5% | -$1.34K | 0.01% | 827 |
|
|
2025
Q1 | $294K | Buy |
+6,994
| New | +$294K | 0.01% | 777 |
|
|
2024
Q2 | – | Sell |
-11,919
| Closed | -$512K | – | 548 |
|
|
2024
Q1 | $512K | Sell |
11,919
-172
| -1% | -$7.39K | 0.02% | 447 |
|
|
2023
Q4 | $473K | Buy |
+12,091
| New | +$473K | 0.03% | 437 |
|
|
2021
Q2 | – | Sell |
-1,278
| Closed | -$34K | – | 1639 |
|
|
2021
Q1 | $34K | Buy |
1,278
+478
| +60% | +$12.7K | ﹤0.01% | 1819 |
|
|
2020
Q4 | $16K | Sell |
800
-300
| -27% | -$6K | ﹤0.01% | 1837 |
|
|
2020
Q3 | $18K | Hold |
1,100
| – | – | ﹤0.01% | 1605 |
|
|
2020
Q2 | $21K | Buy |
1,100
+700
| +175% | +$13.4K | ﹤0.01% | 1441 |
|
|
2020
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 1716 |
|
|
2019
Q4 | $12K | Sell |
400
-91
| -19% | -$2.73K | ﹤0.01% | 1626 |
|
|
2019
Q3 | $15K | Buy |
+491
| New | +$15K | ﹤0.01% | 1392 |
|