Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,115
| Closed | -$65K | – | 378 |
|
|
2021
Q3 | $65K | Hold |
1,115
| – | – | 0.01% | 179 |
|
|
2021
Q2 | $64K | Hold |
1,115
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $54K | Hold |
1,115
| – | – | 0.01% | 193 |
|
|
2020
Q4 | $40K | Hold |
1,115
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $29K | Hold |
1,115
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $38K | Buy |
+1,115
| New | +$38K | 0.01% | 158 |
|
|
2020
Q1 | – | Sell |
-1,065
| Closed | -$59K | – | 470 |
|
|
2019
Q4 | $59K | Buy |
+1,065
| New | +$59K | 0.01% | 135 |
|