EFS
Essex Financial Services’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 | – | Sell |
-2,213
| Closed | -$209K | – | 700 |
|
|
2025
Q1 | $209K | Buy |
+2,213
| New | +$209K | 0.02% | 598 |
|
|
2024
Q4 | – | Sell |
-2,210
| Closed | -$205K | – | 641 |
|
|
2024
Q3 | $205K | Buy |
2,210
+3
| +0.1% | +$278 | 0.01% | 595 |
|
|
2024
Q2 | $210K | Sell |
2,207
-384
| -15% | -$36.5K | 0.02% | 570 |
|
|
2024
Q1 | $277K | Buy |
2,591
+2
| +0.1% | +$214 | 0.03% | 438 |
|
|
2023
Q4 | $241K | Buy |
2,589
+3
| +0.1% | +$280 | 0.02% | 447 |
|
|
2023
Q3 | $252K | Hold |
2,586
| – | – | 0.03% | 400 |
|
|
2023
Q2 | $220K | Buy |
2,586
+2
| +0.1% | +$170 | 0.03% | 432 |
|
|
2023
Q1 | $222K | Sell |
2,584
-1,797
| -41% | -$154K | 0.02% | 449 |
|
|
2022
Q4 | $406K | Buy |
+4,381
| New | +$406K | 0.04% | 318 |
|