Market Street Wealth Management Advisors’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
Q1 | – | Sell |
-51,917
| Closed | -$1.56M | – | 45 |
|
|
2019
Q4 | $1.56M | Sell |
51,917
-13,279
| -20% | -$400K | 1.43% | 16 |
|
|
2019
Q3 | $1.9M | Sell |
65,196
-11,300
| -15% | -$329K | 1.84% | 14 |
|
|
2019
Q2 | $2.31M | Sell |
76,496
-27,131
| -26% | -$820K | 2.23% | 12 |
|
|
2019
Q1 | $3.25M | Sell |
103,627
-14,283
| -12% | -$448K | 3.25% | 11 |
|
|
2018
Q4 | $3.21M | Buy |
+117,910
| New | +$3.21M | 3.58% | 9 |
|