WP
WealthSource Partners’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.73M | Buy |
+223,294
| New | +$8.73M | 0.57% | 31 |
|
|
2022
Q3 | – | Sell |
-7,913
| Closed | -$268K | – | 525 |
|
|
2022
Q2 | $268K | Sell |
7,913
-3,712
| -32% | -$126K | 0.02% | 423 |
|
|
2022
Q1 | $420K | Sell |
11,625
-10,355
| -47% | -$374K | 0.03% | 378 |
|
|
2021
Q4 | $605K | Buy |
21,980
+137
| +0.6% | +$3.77K | 0.05% | 283 |
|
|
2021
Q3 | $586K | Buy |
+21,843
| New | +$586K | 0.05% | 260 |
|