IWA
IBEX Wealth Advisors’s EOG Resources EOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,245
| Closed | -$3.4M | – | 293 |
|
|
2024
Q1 | $3.4M | Buy |
+26,245
| New | +$3.4M | 0.92% | 40 |
|
|
2023
Q1 | – | Sell |
-26,245
| Closed | -$3.4M | – | 112 |
|
|
2022
Q4 | $3.4M | Sell |
26,245
-30
| -0.1% | -$3.89K | 0.77% | 44 |
|
|
2022
Q3 | $2.94M | Buy |
26,275
+507
| +2% | +$56.7K | 0.76% | 46 |
|
|
2022
Q2 | $2.85M | Buy |
+25,768
| New | +$2.85M | 0.66% | 59 |
|
|
2018
Q4 | – | Sell |
-22,724
| Closed | -$2.94M | – | 83 |
|
|
2018
Q3 | $2.94M | Buy |
22,724
+966
| +4% | +$125K | 1.05% | 43 |
|
|
2018
Q2 | $2.24M | Hold |
21,758
| – | – | 0.9% | 51 |
|
|
2018
Q1 | $2.24M | Buy |
21,758
+378
| +2% | +$38.9K | 0.91% | 50 |
|
|
2017
Q4 | $2.41M | Sell |
21,380
-317
| -1% | -$35.7K | 1.07% | 39 |
|
|
2017
Q3 | $2.09M | Sell |
21,697
-82
| -0.4% | -$7.91K | 0.78% | 52 |
|
|
2017
Q2 | $1.95M | Buy |
21,779
+3,698
| +20% | +$331K | 0.77% | 53 |
|
|
2017
Q1 | $1.76M | Buy |
18,081
+1,236
| +7% | +$121K | 1.09% | 37 |
|
|
2016
Q4 | $1.78M | Buy |
16,845
+946
| +6% | +$99.8K | 0.85% | 45 |
|
|
2016
Q3 | $1.54M | Buy |
+15,899
| New | +$1.54M | 0.84% | 45 |
|