Dakota Wealth Management’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
2024
Q4
Sell
-2,870
Closed -$262K 772
2024
Q3
$262K Hold
2,870
0.01% 616
2024
Q2
$286K Buy
2,870
+550
+24% +$54.7K 0.01% 588
2024
Q1
$248K Buy
+2,320
New +$248K 0.01% 624