Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.1M | Sell |
26,471
-3,684
| -12% | -$153K | 0.92% | 25 |
|
|
2023
Q2 | $1.17M | Sell |
30,155
-68,348
| -69% | -$2.65M | 1.06% | 23 |
|
|
2023
Q1 | $3.86M | Sell |
98,503
-15,346
| -13% | -$601K | 3.56% | 8 |
|
|
2022
Q4 | $4.63M | Sell |
113,849
-2,716
| -2% | -$110K | 3.44% | 10 |
|
|
2022
Q3 | $4.05M | Buy |
116,565
+519
| +0.4% | +$18K | 3.04% | 10 |
|
|
2022
Q2 | $4.23M | Sell |
116,046
-15,435
| -12% | -$562K | 3.43% | 9 |
|
|
2022
Q1 | $5.32M | Buy |
+131,481
| New | +$5.32M | 2.87% | 11 |
|