Glassman Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-500
| Closed | -$20.4K | – | 960 |
|
2023
Q4 | $20.4K | Hold |
500
| – | – | ﹤0.01% | 682 |
|
2023
Q3 | $20.8K | Buy |
+500
| New | +$20.8K | ﹤0.01% | 648 |
|
2023
Q1 | – | Sell |
-500
| Closed | -$20.3K | – | 1940 |
|
2022
Q4 | $20.3K | Hold |
500
| – | – | ﹤0.01% | 661 |
|
2022
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 667 |
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 659 |
|
2022
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 648 |
|
2021
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 672 |
|
2021
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 656 |
|
2021
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 651 |
|
2021
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 629 |
|
2020
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 671 |
|
2020
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 609 |
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 475 |
|
2020
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 456 |
|
2019
Q4 | $15K | Buy |
+500
| New | +$15K | 0.01% | 425 |
|