AO
Advisor OS’s iShares North American Natural Resources ETF IGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,717
| Closed | -$211K | – | 220 |
|
|
2021
Q4 | $211K | Buy |
+6,717
| New | +$211K | 0.04% | 234 |
|
|
2021
Q3 | – | Sell |
-66,156
| Closed | -$2.01M | – | 227 |
|
|
2021
Q2 | $2.01M | Buy |
66,156
+6,350
| +11% | +$193K | 0.42% | 46 |
|
|
2021
Q1 | $1.65M | Buy |
+59,806
| New | +$1.65M | 0.37% | 50 |
|