Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $31K | Buy |
998
+7
| +0.7% | +$217 | ﹤0.01% | 1706 |
|
|
2021
Q3 | $29K | Hold |
991
| – | – | ﹤0.01% | 1655 |
|
|
2021
Q2 | $30K | Hold |
991
| – | – | ﹤0.01% | 1603 |
|
|
2021
Q1 | $27K | Hold |
991
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q4 | $23K | Buy |
991
+602
| +155% | +$14K | ﹤0.01% | 1489 |
|
|
2020
Q3 | $8K | Buy |
+389
| New | +$8K | ﹤0.01% | 1687 |
|
|
2020
Q2 | – | Sell |
-424
| Closed | -$7K | – | 1196 |
|
|
2020
Q1 | $7K | Buy |
424
+150
| +55% | +$2.48K | ﹤0.01% | 1621 |
|
|
2019
Q4 | $8K | Sell |
274
-49
| -15% | -$1.43K | ﹤0.01% | 1843 |
|
|
2019
Q3 | $9K | Hold |
323
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q2 | $10K | Buy |
+323
| New | +$10K | ﹤0.01% | 1683 |
|
|
2019
Q1 | – | Sell |
-640
| Closed | -$17K | – | 1858 |
|
|
2018
Q4 | $17K | Buy |
+640
| New | +$17K | ﹤0.01% | 1158 |
|
|
2017
Q3 | – | Sell |
-337
| Closed | -$11K | – | 1846 |
|
|
2017
Q2 | $11K | Buy |
337
+42
| +14% | +$1.37K | ﹤0.01% | 1288 |
|
|
2017
Q1 | $10K | Sell |
295
-1,050
| -78% | -$35.6K | ﹤0.01% | 1274 |
|
|
2016
Q4 | $48K | Hold |
1,345
| – | – | 0.01% | 984 |
|
|
2016
Q3 | $46K | Buy |
+1,345
| New | +$46K | 0.01% | 980 |
|
|
2015
Q4 | – | Sell |
-1,440
| Closed | -$41K | – | 1857 |
|
|
2015
Q3 | $41K | Sell |
1,440
-300
| -17% | -$8.54K | 0.01% | 693 |
|
|
2015
Q2 | $63K | Sell |
1,740
-1,000
| -36% | -$36.2K | 0.02% | 599 |
|
|
2015
Q1 | $102K | Sell |
2,740
-619
| -18% | -$23K | 0.03% | 462 |
|
|
2014
Q4 | $129K | Sell |
3,359
-5,698
| -63% | -$219K | 0.04% | 386 |
|
|
2014
Q3 | $405K | Buy |
+9,057
| New | +$405K | 0.08% | 280 |
|