LifePlan Financial Group’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $175K | Hold |
8,842
| – | – | 0.08% | 141 |
|
|
2020
Q2 | $192K | Sell |
8,842
-2,263
| -20% | -$49.1K | 0.09% | 126 |
|
|
2020
Q1 | $185K | Hold |
11,105
| – | – | 0.1% | 119 |
|
|
2019
Q4 | $334K | Sell |
11,105
-2,596
| -19% | -$78.1K | 0.15% | 103 |
|
|
2019
Q3 | $398K | Sell |
13,701
-1,182
| -8% | -$34.3K | 0.19% | 87 |
|
|
2019
Q2 | $457K | Sell |
14,883
-6,246
| -30% | -$192K | 0.22% | 77 |
|
|
2019
Q1 | $663K | Sell |
21,129
-5,868
| -22% | -$184K | 0.35% | 53 |
|
|
2018
Q4 | $734K | Sell |
26,997
-4,286
| -14% | -$117K | 0.46% | 43 |
|
|
2018
Q3 | $1.12M | Sell |
31,283
-275
| -0.9% | -$9.85K | 0.61% | 39 |
|
|
2018
Q2 | $1.16M | Sell |
31,558
-494
| -2% | -$18.2K | 0.65% | 36 |
|
|
2018
Q1 | $1.06M | Buy |
32,052
+326
| +1% | +$10.8K | 0.62% | 37 |
|
|
2017
Q4 | $1.07M | Hold |
31,726
| – | – | 0.68% | 37 |
|
|
2017
Q3 | $1.07M | Sell |
31,726
-1,102
| -3% | -$37.1K | 0.68% | 37 |
|
|
2017
Q2 | $1.04M | Buy |
32,828
+1,592
| +5% | +$50.4K | 0.71% | 37 |
|
|
2017
Q1 | $1.07M | Buy |
31,236
+2,461
| +9% | +$84.3K | 0.74% | 36 |
|
|
2016
Q4 | $1.03M | Buy |
28,775
+1,395
| +5% | +$50.1K | 0.73% | 45 |
|
|
2016
Q3 | $944K | Buy |
27,380
+653
| +2% | +$22.5K | 0.65% | 41 |
|
|
2016
Q2 | $888K | Buy |
26,727
+5,360
| +25% | +$178K | 0.61% | 40 |
|
|
2016
Q1 | $635K | Sell |
21,367
-3,318
| -13% | -$98.6K | 0.45% | 47 |
|
|
2015
Q4 | $695K | Buy |
24,685
+4,653
| +23% | +$131K | 0.49% | 44 |
|
|
2015
Q3 | $582K | Buy |
20,032
+1,109
| +6% | +$32.2K | 0.42% | 45 |
|
|
2015
Q2 | $687K | Buy |
18,923
+2,847
| +18% | +$103K | 0.46% | 52 |
|
|
2015
Q1 | $603K | Sell |
16,076
-2,647
| -14% | -$99.3K | 0.4% | 36 |
|
|
2014
Q4 | $717K | Buy |
18,723
+426
| +2% | +$16.3K | 0.48% | 35 |
|
|
2014
Q3 | $819K | Sell |
18,297
-2,302
| -11% | -$103K | 0.69% | 32 |
|
|
2014
Q2 | $1.03M | Sell |
20,599
-336
| -2% | -$16.8K | 0.73% | 25 |
|
|
2014
Q1 | $928K | Buy |
20,935
+2,274
| +12% | +$101K | 0.74% | 25 |
|
|
2013
Q4 | $810K | Sell |
18,661
-2,304
| -11% | -$100K | 0.55% | 29 |
|
|
2013
Q3 | $869K | Buy |
20,965
+8,078
| +63% | +$335K | 0.71% | 21 |
|
|
2013
Q2 | $493K | Buy |
+12,887
| New | +$493K | 0.55% | 29 |
|