Founders Capital Management (Texas)’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
Q3 | – | Sell |
-350
| Closed | -$34.8K | – | 381 |
|
|
2024
Q2 | $34.8K | Hold |
350
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $37.4K | Hold |
350
| – | – | 0.03% | 167 |
|
|
2023
Q4 | $32.6K | Hold |
350
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $34.1K | Hold |
350
| – | – | 0.03% | 173 |
|
|
2023
Q2 | $29.7K | Hold |
350
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $30K | Hold |
350
| – | – | 0.02% | 184 |
|
|
2022
Q4 | $33K | Buy |
350
+50
| +17% | +$4.71K | 0.02% | 169 |
|
|
2022
Q3 | $25K | Buy |
300
+100
| +50% | +$8.33K | 0.02% | 193 |
|
|
2022
Q2 | $16K | Buy |
+200
| New | +$16K | 0.01% | 252 |
|