MinichMacGregor Wealth Management’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
Q2 | – | Sell |
-484,718
| Closed | -$19M | – | 101 |
|
|
2023
Q1 | $19M | Buy |
484,718
+49,714
| +11% | +$1.95M | 6.28% | 3 |
|
|
2022
Q4 | $17.7M | Buy |
435,004
+3,478
| +0.8% | +$141K | 6.38% | 4 |
|
|
2022
Q3 | $15M | Buy |
431,526
+37,540
| +10% | +$1.3M | 5.99% | 3 |
|
|
2022
Q2 | $14.2M | Sell |
393,986
-182,450
| -32% | -$6.56M | 5.84% | 3 |
|
|
2022
Q1 | $23.3M | Buy |
+576,436
| New | +$23.3M | 7.45% | 1 |
|