Allworth Financial’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-86
| Closed | -$7.12K | – | 4625 |
|
2025
Q1 | $7.12K | Sell |
86
-47
| -35% | -$3.89K | ﹤0.01% | 2581 |
|
2024
Q4 | $12.9K | Buy |
+133
| New | +$12.9K | ﹤0.01% | 2331 |
|
2024
Q1 | – | Sell |
-220
| Closed | -$20.5K | – | 3643 |
|
2023
Q4 | $20.5K | Buy |
+220
| New | +$20.5K | ﹤0.01% | 1641 |
|
2022
Q4 | – | Sell |
-335
| Closed | -$28K | – | 3089 |
|
2022
Q3 | $28K | Hold |
335
| – | – | ﹤0.01% | 1163 |
|
2022
Q2 | $26K | Buy |
+335
| New | +$26K | ﹤0.01% | 1129 |
|
2021
Q4 | – | Sell |
-1,233
| Closed | -$72K | – | 2031 |
|
2021
Q3 | $72K | Buy |
1,233
+12
| +1% | +$701 | ﹤0.01% | 696 |
|
2021
Q2 | $70K | Sell |
1,221
-1,716
| -58% | -$98.4K | ﹤0.01% | 546 |
|
2021
Q1 | $143K | Buy |
2,937
+16
| +0.5% | +$779 | ﹤0.01% | 393 |
|
2020
Q4 | $105K | Buy |
+2,921
| New | +$105K | ﹤0.01% | 361 |
|