Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,573
| Closed | -$240K | – | 342 |
|
|
2023
Q4 | $240K | Sell |
2,573
-2,599
| -50% | -$242K | 0.02% | 536 |
|
|
2023
Q3 | $504K | Buy |
5,172
+2,061
| +66% | +$201K | 0.03% | 368 |
|
|
2023
Q2 | $264K | Sell |
3,111
-296
| -9% | -$25.1K | 0.02% | 461 |
|
|
2023
Q1 | $292K | Sell |
3,407
-8
| -0.2% | -$686 | 0.03% | 432 |
|
|
2022
Q4 | $317K | Sell |
3,415
-1
| -0% | -$93 | 0.03% | 402 |
|
|
2022
Q3 | $284K | Sell |
3,416
-4,436
| -56% | -$369K | 0.03% | 376 |
|
|
2022
Q2 | $611K | Buy |
+7,852
| New | +$611K | 0.05% | 313 |
|