Winch Advisory Services’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
2026 Q1	$75.4K	Hold	1,309	–	–	0.02%	147
2025 Q4	$54.9K	Hold	1,309	–	–	0.01%	163
2025 Q3	$54.7K	Hold	1,309	–	–	0.01%	160
2025 Q2	$51.4K	Hold	1,309	–	–	0.01%	160
2025 Q1	$55.1K	Sell	1,309 -173	-12%	-$6.94K	0.01%	150
2024 Q4	$56.6K	Buy	1,482 +1,313	+777%	+$53.7K	0.01%	150
2024 Q3	$6.84K	Hold	169	–	–	﹤0.01%	294
2024 Q2	$7.01K	Buy	169 +4	+2%	+$171	﹤0.01%	291
2024 Q1	$7.1K	Hold	165	–	–	﹤0.01%	285
2023 Q4	$6.46K	Buy	165 +2	+1%	+$80	﹤0.01%	292
2023 Q3	$7K	Hold	163	–	–	﹤0.01%	284
2023 Q2	$6K	Buy	163 +3	+2%	+$113	﹤0.01%	295
2023 Q1	$6K	Hold	160	–	–	﹤0.01%	288
2022 Q4	$6K	Buy	160 +5	+3%	+$196	﹤0.01%	272
2022 Q3	$5K	Hold	155	–	–	﹤0.01%	271
2022 Q2	$5K	Buy	155 +3	+2%	+$112	﹤0.01%	282
2022 Q1	$5K	Buy	+152	New	+$5.05K	﹤0.01%	312