Gradient Capital Advisors’s iShares MSCI Global Energy Producers ETF FILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $449K | Sell |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $406K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $415K | Hold |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $344K | Hold |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $594K | Buy |
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|
2019
Q3 | $578K | Hold |
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|
2019
Q2 | $620K | Buy |
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|
2019
Q1 | $640K | Sell |
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|
2018
Q4 | $568K | Buy |
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|
2018
Q3 | $723K | Buy |
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|
2018
Q2 | $699K | Sell |
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|
2018
Q1 | $696K | Sell |
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|
2017
Q4 | $748K | Buy |
|