Gradient Investments’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
Q1 | – | Sell |
-423
| Closed | -$39.4K | – | 1518 |
|
|
2023
Q4 | $39.4K | Hold |
423
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $41.3K | Buy |
423
+3
| +0.7% | +$293 | ﹤0.01% | 541 |
|
|
2023
Q2 | $35.7K | Hold |
420
| – | – | ﹤0.01% | 576 |
|
|
2023
Q1 | $36K | Hold |
420
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $39K | Buy |
420
+245
| +140% | +$22.8K | ﹤0.01% | 551 |
|
|
2022
Q3 | $15K | Buy |
175
+75
| +75% | +$6.43K | ﹤0.01% | 718 |
|
|
2022
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 822 |
|
|
2018
Q4 | – | Sell |
-164
| Closed | -$12K | – | 992 |
|
|
2018
Q3 | $12K | Hold |
164
| – | – | ﹤0.01% | 596 |
|
|
2018
Q2 | $12K | Hold |
164
| – | – | ﹤0.01% | 576 |
|
|
2018
Q1 | $10K | Hold |
164
| – | – | ﹤0.01% | 630 |
|
|
2017
Q4 | $11K | Buy |
+164
| New | +$11K | ﹤0.01% | 579 |
|
|
2017
Q3 | – | Sell |
-164
| Closed | -$9K | – | 454 |
|
|
2017
Q2 | $9K | Sell |
164
-46
| -22% | -$2.52K | ﹤0.01% | 498 |
|
|
2017
Q1 | $13K | Hold |
210
| – | – | ﹤0.01% | 472 |
|
|
2016
Q4 | $14K | Hold |
210
| – | – | ﹤0.01% | 406 |
|
|
2016
Q3 | $13K | Sell |
210
-454
| -68% | -$28.1K | ﹤0.01% | 415 |
|
|
2016
Q2 | $38K | Hold |
664
| – | – | ﹤0.01% | 280 |
|
|
2016
Q1 | $35K | Buy |
+664
| New | +$35K | ﹤0.01% | 277 |
|