EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-450
| Closed | -$41.2K | – | 3786 |
|
|
2024
Q3 | $41.2K | Hold |
450
| – | – | ﹤0.01% | 1143 |
|
|
2024
Q2 | $45K | Sell |
450
-725
| -62% | -$72.4K | ﹤0.01% | 1138 |
|
|
2024
Q1 | $123K | Sell |
1,175
-218
| -16% | -$22.7K | 0.01% | 634 |
|
|
2023
Q4 | $130K | Sell |
1,393
-1,611
| -54% | -$150K | 0.01% | 554 |
|
|
2023
Q3 | $293K | Sell |
3,004
-400
| -12% | -$39K | 0.03% | 313 |
|
|
2023
Q2 | $289K | Sell |
3,404
-196
| -5% | -$16.6K | 0.03% | 317 |
|
|
2023
Q1 | $309K | Sell |
3,600
-650
| -15% | -$55.8K | 0.04% | 294 |
|
|
2022
Q4 | $395K | Buy |
+4,250
| New | +$395K | 0.06% | 231 |
|