IFP Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-173
| Closed | -$6.72K | – | 3427 |
|
2023
Q2 | $6.72K | Hold |
173
| – | – | ﹤0.01% | 2432 |
|
2023
Q1 | $6.38K | Hold |
173
| – | – | ﹤0.01% | 2475 |
|
2022
Q4 | $7K | Buy |
173
+73
| +73% | +$2.95K | ﹤0.01% | 3603 |
|
2022
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 4131 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3928 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3665 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3572 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3445 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3322 |
|
2020
Q2 | – | Sell |
-259
| Closed | -$4K | – | 3183 |
|
2020
Q1 | $4K | Hold |
259
| – | – | ﹤0.01% | 2125 |
|
2019
Q4 | $8K | Hold |
259
| – | – | ﹤0.01% | 2012 |
|
2019
Q3 | $8K | Buy |
+259
| New | +$8K | ﹤0.01% | 2162 |
|
2019
Q1 | – | Sell |
-394
| Closed | -$11K | – | 2831 |
|
2018
Q4 | $11K | Sell |
394
-398
| -50% | -$11.1K | ﹤0.01% | 2417 |
|
2018
Q3 | $28K | Buy |
792
+2
| +0.3% | +$71 | ﹤0.01% | 2229 |
|
2018
Q2 | $29K | Buy |
790
+393
| +99% | +$14.4K | ﹤0.01% | 2223 |
|
2018
Q1 | $14K | Hold |
397
| – | – | ﹤0.01% | 2596 |
|
2017
Q4 | $14K | Sell |
397
-333
| -46% | -$11.7K | ﹤0.01% | 2593 |
|
2017
Q3 | $25K | Buy |
730
+1
| +0.1% | +$34 | ﹤0.01% | 2422 |
|
2017
Q2 | $23K | Sell |
729
-265
| -27% | -$8.36K | ﹤0.01% | 2473 |
|
2017
Q1 | $34K | Buy |
994
+189
| +23% | +$6.47K | ﹤0.01% | 2147 |
|
2016
Q4 | $29K | Buy |
805
+1
| +0.1% | +$36 | ﹤0.01% | 2206 |
|
2016
Q3 | $28K | Hold |
804
| – | – | ﹤0.01% | 2173 |
|
2016
Q2 | $27K | Buy |
+804
| New | +$27K | ﹤0.01% | 2141 |
|
2016
Q1 | – | Sell |
-2,349
| Closed | -$66K | – | 2865 |
|
2015
Q4 | $66K | Buy |
+2,349
| New | +$66K | ﹤0.01% | 1428 |
|