LWANC
Laurel Wealth Advisors (North Carolina)’s iShares North American Natural Resources ETF IGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
134,740
+131,695
| +4,325% | +$2.98M | 0.04% | 166 |
|
|
2025
Q1 | $138K | Buy |
3,045
+1
| +0% | +$45 | 0.02% | 204 |
|
|
2024
Q4 | $130K | Sell |
3,044
-159
| -5% | -$6.79K | 0.02% | 208 |
|
|
2024
Q3 | $141K | Buy |
3,203
+2
| +0.1% | +$88 | 0.02% | 206 |
|
|
2024
Q2 | $141K | Sell |
3,201
-661
| -17% | -$29.1K | 0.02% | 202 |
|
|
2024
Q1 | $174K | Sell |
3,862
-271
| -7% | -$12.2K | 0.03% | 187 |
|
|
2023
Q4 | $168K | Sell |
4,133
-56
| -1% | -$2.28K | 0.03% | 179 |
|
|
2023
Q3 | $174K | Hold |
4,189
| – | – | 0.04% | 175 |
|
|
2023
Q2 | $163K | Sell |
4,189
-40
| -0.9% | -$1.55K | 0.03% | 183 |
|
|
2023
Q1 | $166K | Buy |
4,229
+10
| +0.2% | +$392 | 0.04% | 184 |
|
|
2022
Q4 | $172K | Buy |
4,219
+11
| +0.3% | +$447 | 0.04% | 170 |
|
|
2022
Q3 | $146K | Buy |
4,208
+15
| +0.4% | +$520 | 0.04% | 179 |
|
|
2022
Q2 | $151K | Buy |
4,193
+12
| +0.3% | +$432 | 0.04% | 175 |
|
|
2022
Q1 | $169K | Buy |
4,181
+11
| +0.3% | +$445 | 0.04% | 179 |
|
|
2021
Q4 | $131K | Buy |
4,170
+32
| +0.8% | +$1.01K | 0.03% | 198 |
|
|
2021
Q3 | $122K | Buy |
4,138
+35
| +0.9% | +$1.03K | 0.03% | 198 |
|
|
2021
Q2 | $125K | Buy |
4,103
+21
| +0.5% | +$640 | 0.03% | 196 |
|
|
2021
Q1 | $113K | Buy |
4,082
+211
| +5% | +$5.84K | 0.03% | 196 |
|
|
2020
Q4 | $90K | Buy |
3,871
+33
| +0.9% | +$767 | 0.02% | 203 |
|
|
2020
Q3 | $76K | Buy |
3,838
+274
| +8% | +$5.43K | 0.02% | 201 |
|
|
2020
Q2 | $77K | Sell |
3,564
-89
| -2% | -$1.92K | 0.03% | 197 |
|
|
2020
Q1 | $61K | Buy |
3,653
+18
| +0.5% | +$301 | 0.02% | 204 |
|
|
2019
Q4 | $109K | Buy |
3,635
+52
| +1% | +$1.56K | 0.03% | 176 |
|
|
2019
Q3 | $104K | Sell |
3,583
-40
| -1% | -$1.16K | 0.04% | 179 |
|
|
2019
Q2 | $111K | Buy |
3,623
+67
| +2% | +$2.05K | 0.04% | 169 |
|
|
2019
Q1 | $112K | Sell |
3,556
-300
| -8% | -$9.45K | 0.04% | 168 |
|
|
2018
Q4 | $105K | Buy |
+3,856
| New | +$105K | 0.04% | 156 |
|