B. Riley Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-835
| Closed | -$30K | – | 428 |
|
|
2015
Q2 | $30K | Sell |
835
-500
| -37% | -$18K | 0.02% | 525 |
|
|
2015
Q1 | $50K | Buy |
1,335
+17
| +1% | +$637 | 0.04% | 409 |
|
|
2014
Q4 | $50K | Hold |
1,318
| – | – | 0.04% | 397 |
|
|
2014
Q3 | $58K | Hold |
1,318
| – | – | 0.04% | 381 |
|
|
2014
Q2 | $65K | Hold |
1,318
| – | – | 0.04% | 418 |
|
|
2014
Q1 | $58K | Buy |
+1,318
| New | +$58K | 0.04% | 419 |
|