First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,524
| Closed | -$484K | – | 440 |
|
|
2024
Q1 | $484K | Sell |
4,524
-2,316
| -34% | -$248K | 0.02% | 229 |
|
|
2023
Q4 | $637K | Buy |
6,840
+1,897
| +38% | +$177K | 0.03% | 207 |
|
|
2023
Q3 | $482K | Buy |
+4,943
| New | +$482K | 0.02% | 251 |
|
|
2022
Q4 | – | Sell |
-3,323
| Closed | -$277K | – | 412 |
|
|
2022
Q3 | $277K | Sell |
3,323
-231
| -6% | -$19.3K | 0.01% | 304 |
|
|
2022
Q2 | $277K | Buy |
+3,554
| New | +$277K | 0.01% | 322 |
|