Mezzasalma Advisors’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 | $806K | Sell |
9,094
-291
| -3% | -$25.8K | 0.24% | 59 |
|
|
2025
Q1 | $888K | Sell |
9,385
-227
| -2% | -$21.5K | 0.31% | 52 |
|
|
2024
Q4 | $862K | Sell |
9,612
-2,008
| -17% | -$180K | 0.28% | 49 |
|
|
2024
Q3 | $1.06M | Buy |
11,620
+60
| +0.5% | +$5.49K | 0.42% | 39 |
|
|
2024
Q2 | $1.15M | Buy |
11,560
+2,832
| +32% | +$282K | 0.49% | 35 |
|
|
2024
Q1 | $934K | Buy |
8,728
+70
| +0.8% | +$7.49K | 0.44% | 44 |
|
|
2023
Q4 | $807K | Buy |
8,658
+1,666
| +24% | +$155K | 0.44% | 37 |
|
|
2023
Q3 | $682K | Buy |
6,992
+373
| +6% | +$36.4K | 0.42% | 37 |
|
|
2023
Q2 | $562K | Buy |
6,619
+134
| +2% | +$11.4K | 0.34% | 42 |
|
|
2023
Q1 | $556K | Buy |
6,485
+100
| +2% | +$8.58K | 0.39% | 42 |
|
|
2022
Q4 | $593K | Buy |
+6,385
| New | +$593K | 0.52% | 36 |
|