VWA
V 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
Q2 | – | Sell |
-5,587
| Closed | -$211K | – | 393 |
|
|
2023
Q1 | $211K | Sell |
5,587
-362
| -6% | -$13.7K | 0.04% | 353 |
|
|
2022
Q4 | $232K | Sell |
5,949
-1,484
| -20% | -$57.9K | 0.05% | 313 |
|
|
2022
Q3 | $248K | Hold |
7,433
| – | – | 0.05% | 319 |
|
|
2022
Q2 | $252K | Sell |
7,433
-274
| -4% | -$9.29K | 0.05% | 342 |
|
|
2022
Q1 | $279K | Sell |
7,707
-275
| -3% | -$9.96K | 0.04% | 358 |
|
|
2021
Q4 | $220K | Sell |
7,982
-207
| -3% | -$5.71K | 0.03% | 418 |
|
|
2021
Q3 | $220K | Sell |
8,189
-2,565
| -24% | -$68.9K | 0.03% | 418 |
|
|
2021
Q2 | $287K | Buy |
10,754
+21
| +0.2% | +$560 | 0.05% | 378 |
|
|
2021
Q1 | $265K | Buy |
+10,733
| New | +$265K | 0.05% | 354 |
|