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Lehman & Derafelo Financial Resources’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-135
Closed -$11K – 129
2022
Q3 		$11K Hold
135
– – ﹤0.01% 162
2022
Q2 		$11K Buy
+135
New +$12K ﹤0.01% 166

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SFI
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RJFSA
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UBS Group
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MML Investors Services
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Lehman & Derafelo Financial Resources's IEO Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2022, closing a stake of 135 shares — an estimated $11K sold.

Lehman & Derafelo Financial Resources first reported a position in IEO in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 178 funds tracked by Wall St. Rank hold IEO as of Q4 2022.

  • Lehman & Derafelo Financial Resources reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 135 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $11K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's iShares US Oil & Gas Exploration & Production ETF position peaked at $11K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.