IFP Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-8,920
| Closed | -$57K | – | 4064 |
|
2018
Q3 | $57K | Hold |
8,920
| – | – | ﹤0.01% | 1825 |
|
2018
Q2 | $57K | Buy |
8,920
+5,250
| +143% | +$33.5K | ﹤0.01% | 1827 |
|
2018
Q1 | $23K | Hold |
3,670
| – | – | ﹤0.01% | 2310 |
|
2017
Q4 | $23K | Hold |
3,670
| – | – | ﹤0.01% | 2307 |
|
2017
Q3 | $24K | Hold |
3,670
| – | – | ﹤0.01% | 2470 |
|
2017
Q2 | $22K | Sell |
3,670
-1,686
| -31% | -$10.1K | ﹤0.01% | 2521 |
|
2017
Q1 | $35K | Buy |
5,356
+1,068
| +25% | +$6.98K | ﹤0.01% | 2134 |
|
2016
Q4 | $27K | Hold |
4,288
| – | – | ﹤0.01% | 2260 |
|
2016
Q3 | $29K | Buy |
4,288
+3,120
| +267% | +$21.1K | ﹤0.01% | 2164 |
|
2016
Q2 | $7K | Buy |
+1,168
| New | +$7K | ﹤0.01% | 2979 |
|
2016
Q1 | – | Sell |
-1,393
| Closed | -$8K | – | 4338 |
|
2015
Q4 | $8K | Buy |
+1,393
| New | +$8K | ﹤0.01% | 2722 |
|