MAI Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18K | Sell |
81
-10
| -11% | -$886 | ﹤0.01% | 2719 |
|
|
2025
Q1 | $8.61K | Hold |
91
| – | – | ﹤0.01% | 2382 |
|
|
2024
Q4 | $8.16K | Buy |
+91
| New | +$8.16K | ﹤0.01% | 2442 |
|
|
2016
Q1 | – | Sell |
-15,808
| Closed | -$837K | – | 435 |
|
|
2015
Q4 | $837K | Sell |
15,808
-13,239
| -46% | -$701K | 0.06% | 199 |
|
|
2015
Q3 | $1.61M | Hold |
29,047
| – | – | 0.12% | 156 |
|
|
2015
Q2 | $2.05M | Buy |
29,047
+958
| +3% | +$67.7K | 0.14% | 148 |
|
|
2015
Q1 | $2.06M | Sell |
28,089
-1,586
| -5% | -$116K | 0.14% | 141 |
|
|
2014
Q4 | $2.12M | Buy |
+29,675
| New | +$2.12M | 0.15% | 129 |
|