WealthPLAN 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	-7,290	Closed	-$313K	–	314
2024 Q1	$313K	Buy	7,290 +631	+9%	+$27.1K	0.03%	255
2023 Q4	$260K	Buy	+6,659	New	+$260K	0.03%	282