Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.41K | Hold |
168
| – | – | ﹤0.01% | 551 |
|
|
2024
Q3 | $6.8K | Sell |
168
-171
| -50% | -$6.92K | ﹤0.01% | 537 |
|
|
2024
Q2 | $14.1K | Buy |
339
+163
| +93% | +$6.77K | ﹤0.01% | 447 |
|
|
2024
Q1 | $7.56K | Buy |
+176
| New | +$7.56K | ﹤0.01% | 508 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$3.9K | – | 746 |
|
|
2022
Q4 | $3.9K | Sell |
100
-107
| -52% | -$4.17K | ﹤0.01% | 611 |
|
|
2022
Q3 | $7K | Buy |
+207
| New | +$7K | ﹤0.01% | 563 |
|