Wealth Management Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
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|
2025
Q1 | $608K | Buy |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $582K | Hold |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $487K | Hold |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $442K | Hold |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $323K | Hold |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q3 | $178K | Buy |
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