TWA
TCI Wealth Advisors’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-57
| Closed | -$2.22K | – | 2581 |
|
|
2022
Q4 | $2.22K | Buy |
+57
| New | +$2.22K | ﹤0.01% | 1951 |
|
|
2016
Q4 | – | Sell |
-318
| Closed | -$10K | – | 1411 |
|
|
2016
Q3 | $10K | Hold |
318
| – | – | 0.01% | 578 |
|
|
2016
Q2 | $10K | Hold |
318
| – | – | 0.01% | 573 |
|
|
2016
Q1 | $9K | Hold |
318
| – | – | 0.01% | 606 |
|
|
2015
Q4 | $9K | Hold |
318
| – | – | 0.01% | 606 |
|
|
2015
Q3 | $9K | Hold |
318
| – | – | 0.01% | 533 |
|
|
2015
Q2 | $11K | Hold |
318
| – | – | 0.01% | 508 |
|
|
2015
Q1 | $11K | Buy |
318
+38
| +14% | +$1.31K | 0.01% | 440 |
|
|
2014
Q4 | $10K | Hold |
280
| – | – | 0.01% | 452 |
|
|
2014
Q3 | $12K | Hold |
280
| – | – | 0.01% | 414 |
|
|
2014
Q2 | $14K | Sell |
280
-90
| -24% | -$4.5K | 0.01% | 406 |
|
|
2014
Q1 | $16K | Hold |
370
| – | – | 0.01% | 349 |
|
|
2013
Q4 | $16K | Buy |
370
+90
| +32% | +$3.89K | 0.01% | 354 |
|
|
2013
Q3 | $11K | Hold |
280
| – | – | 0.01% | 360 |
|
|
2013
Q2 | $11K | Buy |
+280
| New | +$11K | 0.01% | 362 |
|