Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-132
| Closed | -$6K | – | 744 |
|
|
2025
Q1 | $6K | Hold |
132
| – | – | ﹤0.01% | 560 |
|
|
2024
Q4 | $5.64K | Hold |
132
| – | – | ﹤0.01% | 540 |
|
|
2024
Q3 | $5.82K | Hold |
132
| – | – | ﹤0.01% | 561 |
|
|
2024
Q2 | $5.81K | Hold |
132
| – | – | ﹤0.01% | 564 |
|
|
2024
Q1 | $5.94K | Hold |
132
| – | – | ﹤0.01% | 559 |
|
|
2023
Q4 | $5.38K | Hold |
132
| – | – | ﹤0.01% | 559 |
|
|
2023
Q3 | $5.49K | Hold |
132
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $5.12K | Hold |
132
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $5.17K | Hold |
132
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $5.37K | Hold |
132
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $5K | Sell |
132
-100
| -43% | -$3.79K | ﹤0.01% | 462 |
|
|
2022
Q2 | $8K | Hold |
232
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $9K | Buy |
232
+100
| +76% | +$3.88K | ﹤0.01% | 427 |
|
|
2021
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 155 |
|
|
2021
Q2 | $4K | Hold |
132
| – | – | ﹤0.01% | 161 |
|
|
2021
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 152 |
|
|
2020
Q4 | $0 | Hold |
132
| – | – | ﹤0.01% | 151 |
|
|
2020
Q3 | $3K | Hold |
132
| – | – | ﹤0.01% | 154 |
|
|
2020
Q2 | $0 | Hold |
132
| – | – | ﹤0.01% | 189 |
|
|
2020
Q1 | $2K | Hold |
132
| – | – | ﹤0.01% | 187 |
|
|
2019
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 174 |
|
|
2019
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 177 |
|
|
2019
Q2 | $4K | Hold |
132
| – | – | ﹤0.01% | 179 |
|
|
2019
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 176 |
|
|
2018
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 180 |
|
|
2018
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 186 |
|
|
2018
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 178 |
|
|
2018
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 190 |
|
|
2017
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 197 |
|
|
2017
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 204 |
|
|
2017
Q2 | $4K | Hold |
132
| – | – | ﹤0.01% | 214 |
|
|
2017
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 207 |
|
|
2016
Q4 | $5K | Hold |
132
| – | – | ﹤0.01% | 224 |
|
|
2016
Q3 | $5K | Sell |
132
-900
| -87% | -$34.1K | ﹤0.01% | 382 |
|
|
2016
Q2 | $35K | Hold |
1,032
| – | – | 0.02% | 239 |
|
|
2016
Q1 | $31K | Sell |
1,032
-300
| -23% | -$9.01K | 0.02% | 255 |
|
|
2015
Q4 | $37K | Hold |
1,332
| – | – | 0.03% | 242 |
|
|
2015
Q3 | $39K | Sell |
1,332
-300
| -18% | -$8.78K | 0.03% | 240 |
|
|
2015
Q2 | $59K | Sell |
1,632
-200
| -11% | -$7.23K | 0.04% | 199 |
|
|
2015
Q1 | $68K | Hold |
1,832
| – | – | 0.04% | 184 |
|
|
2014
Q4 | $70K | Hold |
1,832
| – | – | 0.04% | 190 |
|
|
2014
Q3 | $82K | Hold |
1,832
| – | – | 0.05% | 179 |
|
|
2014
Q2 | $92K | Buy |
1,832
+1,700
| +1,288% | +$85.4K | 0.06% | 160 |
|
|
2014
Q1 | $6K | Hold |
132
| – | – | ﹤0.01% | 353 |
|
|
2013
Q4 | $6K | Buy |
+132
| New | +$6K | ﹤0.01% | 371 |
|