Capital Analysts LLC’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 | $37K | Buy |
+422
| New | +$37K | ﹤0.01% | 883 |
|
|
2025
Q1 | – | Sell |
-1,937
| Closed | -$174K | – | 1402 |
|
|
2024
Q4 | $174K | Buy |
+1,937
| New | +$174K | 0.01% | 513 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$17K | – | 1110 |
|
|
2022
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 736 |
|
|
2022
Q2 | $16K | Buy |
200
+100
| +100% | +$8K | ﹤0.01% | 730 |
|
|
2022
Q1 | $8K | Sell |
100
-50
| -33% | -$4K | ﹤0.01% | 775 |
|
|
2021
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 824 |
|
|
2021
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 803 |
|
|
2021
Q2 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 761 |
|