Kingsview Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,011
| Closed | -$1.21M | – | 1035 |
|
2023
Q4 | $1.21M | Buy |
+13,011
| New | +$1.21M | 0.04% | 413 |
|
2023
Q2 | – | Sell |
-11,665
| Closed | -$1M | – | 938 |
|
2023
Q1 | $1M | Sell |
11,665
-377
| -3% | -$32.3K | 0.04% | 398 |
|
2022
Q4 | $1.12M | Buy |
12,042
+27
| +0.2% | +$2.51K | 0.05% | 322 |
|
2022
Q3 | $1M | Sell |
12,015
-2,095
| -15% | -$175K | 0.05% | 327 |
|
2022
Q2 | $1.1M | Buy |
+14,110
| New | +$1.1M | 0.05% | 339 |
|