Venturi Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Venturi Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$3.09K	Sell
2024 Q3	$3.57K	Hold
2024 Q2	$3.67K	Sell
2024 Q1	$345K	Buy
2023 Q4	$292K	Buy
2023 Q3	$4.21K	Buy
2018 Q1	–	Sell
2017 Q4	$533K	Hold
2017 Q3	$509K	Buy