B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,304
| Closed | -$229K | – | 1344 |
|
|
2024
Q2 | $229K | Sell |
2,304
-1,290
| -36% | -$128K | 0.01% | 1157 |
|
|
2024
Q1 | $352K | Buy |
3,594
+167
| +5% | +$16.4K | 0.01% | 967 |
|
|
2023
Q4 | $319K | Sell |
3,427
-167
| -5% | -$15.6K | 0.01% | 1022 |
|
|
2023
Q3 | $352K | Buy |
3,594
+941
| +35% | +$92.3K | 0.01% | 967 |
|
|
2023
Q2 | $225K | Buy |
2,653
+282
| +12% | +$23.9K | 0.01% | 1290 |
|
|
2023
Q1 | $203K | Buy |
2,371
+39
| +2% | +$3.35K | 0.01% | 1292 |
|
|
2022
Q4 | $217K | Buy |
+2,332
| New | +$217K | 0.01% | 1211 |
|