Mason Investment Advisory Services’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
Q2 | – | Sell |
-15,722
| Closed | -$261K | – | 81 |
|
|
2020
Q1 | $261K | Sell |
15,722
-66,429
| -81% | -$1.1M | 0.04% | 73 |
|
|
2019
Q4 | $2.47M | Hold |
82,151
| – | – | 0.36% | 14 |
|
|
2019
Q3 | $2.39M | Sell |
82,151
-70,804
| -46% | -$2.06M | 0.38% | 13 |
|
|
2019
Q2 | $4.7M | Sell |
152,955
-14,961
| -9% | -$459K | 0.78% | 8 |
|
|
2019
Q1 | $5.27M | Buy |
+167,916
| New | +$5.27M | 1.46% | 7 |
|