Coppell Advisory Solutions’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
Q1 | – | Sell |
-4,647
| Closed | -$197K | – | 1054 |
|
|
2024
Q4 | $197K | Sell |
4,647
-3,340
| -42% | -$141K | 0.03% | 278 |
|
|
2024
Q3 | $351K | Sell |
7,987
-3,212
| -29% | -$141K | 0.05% | 200 |
|
|
2024
Q2 | $493K | Buy |
+11,199
| New | +$493K | 0.08% | 154 |
|
|
2023
Q4 | $628K | Buy |
15,432
+3,241
| +27% | +$132K | 0.13% | 142 |
|
|
2023
Q3 | $496K | Sell |
12,191
-2,420
| -17% | -$98.4K | 0.17% | 112 |
|
|
2023
Q2 | $563K | Buy |
14,611
+2,637
| +22% | +$102K | 0.16% | 117 |
|
|
2023
Q1 | $465K | Sell |
11,974
-217
| -2% | -$8.44K | 0.15% | 129 |
|
|
2022
Q4 | $496K | Buy |
+12,191
| New | +$496K | 0.17% | 115 |
|
|
2020
Q4 | $1.2M | Buy |
+51,518
| New | +$1.2M | 0.61% | 43 |
|