Dumont & Blake Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,186
| Closed | -$333K | – | 200 |
|
|
2023
Q4 | $333K | Sell |
8,186
-3,528
| -30% | -$144K | 0.1% | 149 |
|
|
2023
Q3 | $487K | Sell |
11,714
-696
| -6% | -$28.9K | 0.16% | 127 |
|
|
2023
Q2 | $482K | Buy |
12,410
+1
| +0% | +$39 | 0.16% | 132 |
|
|
2023
Q1 | $486K | Buy |
12,409
+2
| +0% | +$78 | 0.16% | 130 |
|
|
2022
Q4 | $504K | Buy |
12,407
+175
| +1% | +$7.11K | 0.18% | 124 |
|
|
2022
Q3 | $425K | Hold |
12,232
| – | – | 0.16% | 133 |
|
|
2022
Q2 | $440K | Buy |
12,232
+309
| +3% | +$11.1K | 0.14% | 137 |
|
|
2022
Q1 | $482K | Buy |
+11,923
| New | +$482K | 0.13% | 145 |
|