A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 168 shares of IXC stock, worth $7,224. This represents 0.0% of its overall portfolio holdings.

Number of Shares
168
Previous 339 50.44%
Holding current value
$7,224
Previous $14,000 57.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

SELL
$38.94 - $42.35 $6,658 - $7,241
-171 Reduced 50.44%
168 $6,000
Q2 2024

Jul 08, 2024

BUY
$39.86 - $44.76 $6,497 - $7,295
163 Added 92.61%
339 $14,000
Q1 2024

Apr 23, 2024

BUY
$37.37 - $42.95 $6,577 - $7,559
176 New
176 $7,000
Q4 2022

Feb 03, 2023

SELL
$35.16 - $41.98 $3,762 - $4,491
-107 Reduced 51.69%
100 $3,000
Q3 2022

Oct 11, 2022

BUY
$31.41 - $38.76 $6,501 - $8,023
207 New
207 $7,000

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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