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WR Wealth Planners’s iShares Global Energy ETF IXC Stock Holding History

WR Wealth Planners’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$10.9K Sell
286
-1,346
-82% -$51.4K ﹤0.01% 577
2024
Q3 		$66.1K Sell
1,632
-3,295
-67% -$133K 0.02% 299
2024
Q2 		$205K Buy
4,927
+156
+3% +$6.48K 0.06% 167
2024
Q1 		$205K Buy
+4,771
New +$205K 0.06% 168