Avantax Advisory Services’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 | $243K | Sell |
2,741
-9
| -0.3% | -$797 | ﹤0.01% | 2072 |
|
|
2025
Q1 | $260K | Sell |
2,750
-1,059
| -28% | -$100K | ﹤0.01% | 1935 |
|
|
2024
Q4 | $341K | Sell |
3,809
-2,163
| -36% | -$194K | ﹤0.01% | 1698 |
|
|
2024
Q3 | $546K | Sell |
5,972
-247
| -4% | -$22.6K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $619K | Sell |
6,219
-526
| -8% | -$52.4K | ﹤0.01% | 1233 |
|
|
2024
Q1 | $722K | Sell |
6,745
-20
| -0.3% | -$2.14K | 0.01% | 885 |
|
|
2023
Q4 | $630K | Buy |
6,765
+1,329
| +24% | +$124K | 0.01% | 891 |
|
|
2023
Q3 | $530K | Buy |
5,436
+115
| +2% | +$11.2K | 0.01% | 920 |
|
|
2023
Q2 | $452K | Buy |
5,321
+318
| +6% | +$27K | 0.01% | 983 |
|
|
2023
Q1 | $429K | Buy |
5,003
+215
| +4% | +$18.4K | 0.01% | 977 |
|
|
2022
Q4 | $445K | Buy |
4,788
+1,205
| +34% | +$112K | 0.01% | 919 |
|
|
2022
Q3 | $298K | Buy |
3,583
+558
| +18% | +$46.4K | ﹤0.01% | 1017 |
|
|
2022
Q2 | $236K | Buy |
+3,025
| New | +$236K | ﹤0.01% | 1121 |
|
|
2020
Q4 | – | Sell |
-28,555
| Closed | -$754K | – | 1125 |
|
|
2020
Q3 | $754K | Buy |
+28,555
| New | +$754K | 0.01% | 635 |
|