Concurrent Investment Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,975
| Closed | -$455K | – | 1072 |
|
|
2024
Q3 | $455K | Buy |
4,975
+989
| +25% | +$90.4K | 0.01% | 643 |
|
|
2024
Q2 | $397K | Buy |
3,986
+10
| +0.3% | +$995 | 0.01% | 652 |
|
|
2024
Q1 | $425K | Sell |
3,976
-195
| -5% | -$20.9K | 0.02% | 584 |
|
|
2023
Q4 | $389K | Buy |
+4,171
| New | +$389K | 0.02% | 556 |
|