Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9K | Sell |
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|
2025
Q1 | $175K | Sell |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | $182K | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $19.9K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $591K | Hold |
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|
2021
Q3 | $577K | Hold |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $524K | Hold |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Buy |
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|
2018
Q1 | $5K | Buy |
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