WealthSource Partners’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
2023
Q4
$8.73M Buy
2022
Q3
Sell
2022
Q2
$268K Sell
2022
Q1
$420K Sell
2021
Q4
$605K Buy
2021
Q3
$586K Buy