WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Sell |
636
-136
| -18% | -$5.34K | ﹤0.01% | 457 |
|
|
2025
Q1 | $32.5K | Sell |
772
-2,796
| -78% | -$118K | ﹤0.01% | 429 |
|
|
2024
Q4 | $136K | Sell |
3,568
-308
| -8% | -$11.8K | 0.02% | 312 |
|
|
2024
Q3 | $157K | Sell |
3,876
-186
| -5% | -$7.53K | 0.02% | 316 |
|
|
2024
Q2 | $169K | Sell |
4,062
-19,269
| -83% | -$800K | 0.03% | 288 |
|
|
2024
Q1 | $1M | Buy |
23,331
+1,957
| +9% | +$84.1K | 0.16% | 142 |
|
|
2023
Q4 | $836K | Buy |
+21,374
| New | +$836K | 0.14% | 158 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$27K | – | 489 |
|
|
2021
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 605 |
|
|
2021
Q1 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 610 |
|