Spire Wealth Management’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 | $156K | Sell |
3,967
-720
| -15% | -$28.3K | 0.01% | 830 |
|
|
2025
Q1 | $197K | Sell |
4,687
-84
| -2% | -$3.53K | 0.01% | 826 |
|
|
2024
Q4 | $182K | Buy |
4,771
+201
| +4% | +$7.67K | 0.01% | 849 |
|
|
2024
Q3 | $185K | Sell |
4,570
-140
| -3% | -$5.67K | 0.01% | 746 |
|
|
2024
Q2 | $196K | Sell |
4,710
-19,911
| -81% | -$827K | 0.01% | 725 |
|
|
2024
Q1 | $1.06M | Buy |
24,621
+2,908
| +13% | +$125K | 0.02% | 364 |
|
|
2023
Q4 | $812K | Buy |
21,713
+20,815
| +2,318% | +$779K | 0.03% | 405 |
|
|
2023
Q3 | $37.1K | Buy |
898
+2
| +0.2% | +$83 | ﹤0.01% | 1279 |
|
|
2023
Q2 | $33.4K | Sell |
896
-25
| -3% | -$931 | ﹤0.01% | 1371 |
|
|
2023
Q1 | $35K | Buy |
921
+791
| +608% | +$30K | ﹤0.01% | 1366 |
|
|
2022
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 1831 |
|
|
2022
Q3 | $4K | Sell |
130
-889
| -87% | -$27.4K | ﹤0.01% | 1795 |
|
|
2022
Q2 | $35K | Sell |
1,019
-800
| -44% | -$27.5K | ﹤0.01% | 1444 |
|
|
2022
Q1 | $66K | Sell |
1,819
-481
| -21% | -$17.5K | ﹤0.01% | 1338 |
|
|
2021
Q4 | $63K | Buy |
2,300
+803
| +54% | +$22K | ﹤0.01% | 1608 |
|
|
2021
Q3 | $40K | Buy |
1,497
+105
| +8% | +$2.81K | ﹤0.01% | 1570 |
|
|
2021
Q2 | $37K | Sell |
1,392
-632
| -31% | -$16.8K | ﹤0.01% | 1612 |
|
|
2021
Q1 | $50K | Buy |
+2,024
| New | +$50K | ﹤0.01% | 1722 |
|