Walkner Condon Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$696K	Sell	12,080 -50	-0.4%	-$2.49K	0.09%	144
2025 Q4	$509K	Buy	12,130 +514	+4%	+$21.6K	0.07%	173
2025 Q3	$485K	Sell	11,616 -159	-1%	-$6.47K	0.08%	174
2025 Q2	$463K	Sell	11,775 -9	-0.1%	-$345	0.09%	172
2025 Q1	$496K	Buy	11,784 +105	+0.9%	+$4.21K	0.1%	154
2024 Q4	$446K	Buy	11,679 +162	+1%	+$6.63K	0.09%	175
2024 Q3	$466K	Sell	11,517 -424	-4%	-$17.4K	0.1%	165
2024 Q2	$495K	Buy	11,941 +326	+3%	+$14K	0.11%	146
2024 Q1	$498K	Buy	11,615 +833	+8%	+$33K	0.11%	151
2023 Q4	$422K	Sell	10,782 -142	-1%	-$5.64K	0.1%	169
2023 Q3	$451K	Buy	10,924 +652	+6%	+$25.9K	0.12%	146
2023 Q2	$382K	Sell	10,272 -597	-5%	-$22.5K	0.1%	157
2023 Q1	$410K	Sell	10,869 -546	-5%	-$21.1K	0.12%	146
2022 Q4	$445K	Buy	11,415 +679	+6%	+$26.6K	0.13%	137
2022 Q3	$358K	Sell	10,736 -698	-6%	-$24.5K	0.12%	146
2022 Q2	$387K	Buy	11,434 +1,325	+13%	+$49.6K	0.12%	147
2022 Q1	$365K	Sell	10,109 -988	-9%	-$32.8K	0.1%	158
2021 Q4	$305K	Buy	11,097 +858	+8%	+$24.3K	0.2%	98
2021 Q3	$275K	Sell	10,239 -3,765	-27%	-$94.4K	0.14%	121
2021 Q2	$373K	Buy	14,004 +867	+7%	+$22.5K	0.14%	115
2021 Q1	$324K	Buy	+13,137	New	+$310K	0.13%	130