TRUE Private Wealth Advisors’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
-6,768
Closed -$291K 287
2024
Q1
$291K Buy
6,768
+915
+16% +$39.3K 0.03% 236
2023
Q4
$229K Buy
+5,853
New +$229K 0.03% 259