Carson Wealth (CWM LLC)’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
306
+60
| +24% | +$5.29K | ﹤0.01% | 3709 |
|
|
2025
Q1 | $23K | Sell |
246
-1,874
| -88% | -$175K | ﹤0.01% | 3563 |
|
|
2024
Q4 | $190K | Buy |
2,120
+1,824
| +616% | +$163K | ﹤0.01% | 1848 |
|
|
2024
Q3 | $27K | Buy |
296
+50
| +20% | +$4.56K | ﹤0.01% | 3174 |
|
|
2024
Q2 | $24K | Sell |
246
-267
| -52% | -$26K | ﹤0.01% | 2991 |
|
|
2024
Q1 | $55K | Buy |
513
+507
| +8,450% | +$54.4K | ﹤0.01% | 2226 |
|
|
2023
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 3960 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$2K | – | 4291 |
|
|
2023
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 3654 |
|
|
2022
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 3562 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$1K | – | 3907 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 3337 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 3295 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2769 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 2769 |
|
|
2018
Q4 | – | Sell |
-155
| Closed | -$12K | – | 2161 |
|
|
2018
Q3 | $12K | Buy |
+155
| New | +$12K | ﹤0.01% | 1103 |
|