Watershed Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
25,833
+15,107
| +141% | +$594K | 0.37% | 46 |
|
|
2025
Q1 | $451K | Sell |
10,726
-666
| -6% | -$28K | 0.18% | 72 |
|
|
2024
Q4 | $435K | Sell |
11,392
-1,400
| -11% | -$53.5K | 0.17% | 74 |
|
|
2024
Q3 | $518K | Sell |
12,792
-1,465
| -10% | -$59.3K | 0.21% | 66 |
|
|
2024
Q2 | $592K | Sell |
14,257
-43,503
| -75% | -$1.81M | 0.25% | 66 |
|
|
2024
Q1 | $2.48M | Buy |
+57,760
| New | +$2.48M | 1.1% | 21 |
|