Vertex Planning Partners’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
-6,163
Closed -$265K 156
2024
Q1
$265K Buy
+6,163
New +$265K 0.07% 132