Great Lakes Retirement’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
Q3 | – | Sell |
-1,379
| Closed | -$60.7K | – | 417 |
|
2024
Q2 | $60.7K | Sell |
1,379
-117,156
| -99% | -$5.16M | 0.01% | 255 |
|
2024
Q1 | $5.33M | Buy |
118,535
+5,754
| +5% | +$259K | 0.79% | 32 |
|
2023
Q4 | $4.59M | Buy |
112,781
+8,437
| +8% | +$344K | 0.76% | 31 |
|
2023
Q3 | $4.37M | Buy |
104,344
+4,734
| +5% | +$198K | 0.79% | 32 |
|
2023
Q2 | $3.87M | Buy |
99,610
+3,336
| +3% | +$130K | 0.68% | 35 |
|
2023
Q1 | $3.77M | Sell |
96,274
-30,200
| -24% | -$1.18M | 0.71% | 32 |
|
2022
Q4 | $5.14M | Buy |
+126,474
| New | +$5.14M | 1.32% | 24 |
|