Laurel Wealth Advisors (North Carolina)’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
Q3 | – | Sell |
-45
| Closed | -$4.48K | – | 728 |
|
|
2024
Q2 | $4.48K | Hold |
45
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $4.81K | Hold |
45
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $4.19K | Hold |
45
| – | – | ﹤0.01% | 466 |
|
|
2023
Q3 | $4.39K | Hold |
45
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $3.82K | Hold |
45
| – | – | ﹤0.01% | 478 |
|
|
2023
Q1 | $3.86K | Hold |
45
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $4.18K | Hold |
45
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 612 |
|
|
2021
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 603 |
|
|
2020
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 546 |
|
|
2020
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 506 |
|
|
2020
Q2 | $2K | Sell |
45
-23
| -34% | -$1.02K | ﹤0.01% | 470 |
|
|
2020
Q1 | $2K | Buy |
68
+30
| +79% | +$882 | ﹤0.01% | 471 |
|
|
2019
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 492 |
|
|
2019
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 476 |
|
|
2019
Q2 | $2K | Buy |
38
+24
| +171% | +$1.26K | ﹤0.01% | 483 |
|
|
2019
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 472 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 481 |
|