Fusion Family Wealth’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-281
| Closed | -$9K | – | 147 |
|
|
2019
Q2 | $9K | Hold |
281
| – | – | ﹤0.01% | 121 |
|
|
2019
Q1 | $9K | Sell |
281
-27
| -9% | -$865 | ﹤0.01% | 110 |
|
|
2018
Q4 | $8K | Sell |
308
-570
| -65% | -$14.8K | ﹤0.01% | 188 |
|
|
2018
Q3 | $31K | Sell |
878
-298
| -25% | -$10.5K | 0.01% | 143 |
|
|
2018
Q2 | $43K | Hold |
1,176
| – | – | 0.01% | 134 |
|
|
2018
Q1 | $39K | Sell |
1,176
-1,211
| -51% | -$40.2K | 0.01% | 126 |
|
|
2017
Q4 | $85K | Hold |
2,387
| – | – | 0.02% | 105 |
|
|
2017
Q3 | $80K | Sell |
2,387
-266
| -10% | -$8.92K | 0.03% | 69 |
|
|
2017
Q2 | $84K | Buy |
2,653
+129
| +5% | +$4.08K | 0.03% | 105 |
|
|
2017
Q1 | $86K | Sell |
2,524
-748
| -23% | -$25.5K | 0.03% | 102 |
|
|
2016
Q4 | $118K | Buy |
+3,272
| New | +$118K | 0.07% | 85 |
|