Guyasuta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
4,109
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $389K | Sell |
4,109
-2,600
| -39% | -$246K | 0.03% | 174 |
|
|
2024
Q4 | $601K | Sell |
6,709
-1,379
| -17% | -$124K | 0.04% | 156 |
|
|
2024
Q3 | $740K | Sell |
8,088
-398
| -5% | -$36.4K | 0.05% | 145 |
|
|
2024
Q2 | $791K | Hold |
8,486
| – | – | 0.06% | 123 |
|
|
2024
Q1 | $791K | Hold |
8,486
| – | – | 0.06% | 123 |
|
|
2023
Q4 | $791K | Buy |
8,486
+500
| +6% | +$46.6K | 0.06% | 123 |
|
|
2023
Q3 | $779K | Buy |
7,986
+180
| +2% | +$17.6K | 0.06% | 116 |
|
|
2023
Q2 | $663K | Buy |
7,806
+150
| +2% | +$12.7K | 0.05% | 127 |
|
|
2023
Q1 | $657K | Buy |
7,656
+1,386
| +22% | +$119K | 0.05% | 130 |
|
|
2022
Q4 | $582K | Sell |
6,270
-90
| -1% | -$8.36K | 0.05% | 129 |
|
|
2022
Q3 | $530K | Buy |
6,360
+3,380
| +113% | +$282K | 0.05% | 133 |
|
|
2022
Q2 | $232K | Buy |
+2,980
| New | +$232K | 0.02% | 239 |
|
|
2020
Q1 | – | Sell |
-5,020
| Closed | -$279K | – | 195 |
|
|
2019
Q4 | $279K | Hold |
5,020
| – | – | 0.03% | 185 |
|
|
2019
Q3 | $256K | Sell |
5,020
-30
| -0.6% | -$1.53K | 0.03% | 182 |
|
|
2019
Q2 | $283K | Hold |
5,050
| – | – | 0.03% | 178 |
|
|
2019
Q1 | $294K | Hold |
5,050
| – | – | 0.03% | 175 |
|
|
2018
Q4 | $261K | Buy |
5,050
+115
| +2% | +$5.94K | 0.03% | 176 |
|
|
2018
Q3 | $375K | Buy |
4,935
+135
| +3% | +$10.3K | 0.04% | 167 |
|
|
2018
Q2 | $357K | Buy |
4,800
+800
| +20% | +$59.5K | 0.04% | 167 |
|
|
2018
Q1 | $254K | Buy |
+4,000
| New | +$254K | 0.03% | 190 |
|