Stokes Family Office’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
2024
Q2
Sell
-130,763
Closed -$5.62M 228
2024
Q1
$5.62M Buy
130,763
+17,654
+16% +$758K 0.7% 34
2023
Q4
$4.42M Buy
+113,109
New +$4.42M 0.6% 42