West Wealth Group’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
Q1 | – | Sell |
-33,134
| Closed | -$1.27M | – | 101 |
|
|
2024
Q4 | $1.27M | Buy |
33,134
+5,398
| +19% | +$206K | 0.38% | 30 |
|
|
2024
Q3 | $1.12M | Buy |
27,736
+1,407
| +5% | +$57K | 0.36% | 29 |
|
|
2024
Q2 | $1.09M | Sell |
26,329
-61,480
| -70% | -$2.55M | 0.39% | 31 |
|
|
2024
Q1 | $3.77M | Buy |
87,809
+43,257
| +97% | +$1.86M | 1.4% | 15 |
|
|
2023
Q4 | $1.74M | Buy |
+44,552
| New | +$1.74M | 0.69% | 23 |
|