WEALTHSOURCE PARTNERS, LLC IXC Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares Global Energy ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 223,294.00 shares of iShares Global Energy ETF(IXC), totaling $8.73 Mil. This investment constitutes 0.57% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.47% of the outstanding iShares Global Energy ETF(IXC) stock.
The initial trade took place in 2021Q3. And since then WEALTHSOURCE PARTNERS, LLC has made 3 purchases of IXC, at an average price of $38.44, for a total of 245,274.00 shares. In addition, there have been 3 sales at an average price of $34.51 for 21,980.00 shares. Based on historical transaction data and IXC's current price of $39.69, WEALTHSOURCE PARTNERS, LLC's estimated gain on his IXC holdings is $193,440.65, reflecting a 2.05% gain to date.
WEALTHSOURCE PARTNERS, LLC IXC ($39.69) Holding Chart
WEALTHSOURCE PARTNERS, LLC IXC ($39.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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