A detailed history of Keystone Wealth Services, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 9,402 shares of IXC stock, worth $394,601. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,402
Previous 9,300 1.1%
Holding current value
$394,601
Previous $386,000 1.55%
% of portfolio
0.11%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$38.94 - $42.35 $3,971 - $4,319
102 Added 1.1%
9,402 $380,000
Q2 2024

Jul 12, 2024

SELL
$39.86 - $44.76 $49,825 - $55,950
-1,250 Reduced 11.85%
9,300 $386,000
Q1 2024

Apr 12, 2024

SELL
$37.37 - $42.95 $12,892 - $14,817
-345 Reduced 3.17%
10,550 $453,000
Q4 2023

Jan 17, 2024

BUY
$38.15 - $42.12 $415,644 - $458,897
10,895 New
10,895 $426,000

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.