Winch Advisory Services’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 | $51.4K | Hold |
1,309
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $55.1K | Sell |
1,309
-173
| -12% | -$7.28K | 0.01% | 150 |
|
|
2024
Q4 | $56.6K | Buy |
1,482
+1,313
| +777% | +$50.1K | 0.01% | 150 |
|
|
2024
Q3 | $6.84K | Hold |
169
| – | – | ﹤0.01% | 294 |
|
|
2024
Q2 | $7.01K | Buy |
169
+4
| +2% | +$166 | ﹤0.01% | 291 |
|
|
2024
Q1 | $7.1K | Hold |
165
| – | – | ﹤0.01% | 285 |
|
|
2023
Q4 | $6.46K | Buy |
165
+2
| +1% | +$78 | ﹤0.01% | 292 |
|
|
2023
Q3 | $7K | Hold |
163
| – | – | ﹤0.01% | 284 |
|
|
2023
Q2 | $6K | Buy |
163
+3
| +2% | +$110 | ﹤0.01% | 295 |
|
|
2023
Q1 | $6K | Hold |
160
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $6K | Buy |
160
+5
| +3% | +$188 | ﹤0.01% | 272 |
|
|
2022
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $5K | Buy |
155
+3
| +2% | +$97 | ﹤0.01% | 282 |
|
|
2022
Q1 | $5K | Buy |
+152
| New | +$5K | ﹤0.01% | 312 |
|