MinichMacGregor Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-62,273
| Closed | -$6.72M | – | 111 |
|
|
2024
Q1 | $6.72M | Buy |
+62,273
| New | +$6.72M | 1.71% | 28 |
|
|
2023
Q1 | – | Sell |
-26,594
| Closed | -$2.47M | – | 335 |
|
|
2022
Q4 | $2.47M | Sell |
26,594
-1,014
| -4% | -$94.2K | 0.89% | 23 |
|
|
2022
Q3 | $2.3M | Sell |
27,608
-673
| -2% | -$56K | 0.92% | 25 |
|
|
2022
Q2 | $2.2M | Sell |
28,281
-845
| -3% | -$65.8K | 0.91% | 27 |
|
|
2022
Q1 | $2.46M | Buy |
+29,126
| New | +$2.46M | 0.78% | 31 |
|
|
2021
Q4 | – | Sell |
-149,888
| Closed | -$8.71M | – | 92 |
|
|
2021
Q3 | $8.71M | Buy |
+149,888
| New | +$8.71M | 2.93% | 15 |
|