Nikulski Financial’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 | – | Sell |
-20,240
| Closed | -$786K | – | 128 |
|
|
2023
Q2 | $786K | Buy |
20,240
+5,085
| +34% | +$197K | 0.32% | 75 |
|
|
2023
Q1 | $594K | Hold |
15,155
| – | – | 0.26% | 87 |
|
|
2022
Q4 | $616K | Sell |
15,155
-112
| -0.7% | -$4.55K | 0.29% | 80 |
|
|
2022
Q3 | $531K | Buy |
15,267
+4
| +0% | +$139 | 0.27% | 79 |
|
|
2022
Q2 | $549K | Sell |
15,263
-9,789
| -39% | -$352K | 0.27% | 81 |
|
|
2022
Q1 | $1.01M | Buy |
+25,052
| New | +$1.01M | 0.43% | 57 |
|
|
2021
Q3 | – | Sell |
-30,602
| Closed | -$872K | – | 123 |
|
|
2021
Q2 | $872K | Sell |
30,602
-1,173
| -4% | -$33.4K | 0.41% | 64 |
|
|
2021
Q1 | $876K | Buy |
+31,775
| New | +$876K | 0.45% | 59 |
|
|
2020
Q4 | – | Sell |
-39,107
| Closed | -$774K | – | 112 |
|
|
2020
Q3 | $774K | Buy |
39,107
+7,501
| +24% | +$148K | 0.49% | 54 |
|
|
2020
Q2 | $685K | Buy |
+31,606
| New | +$685K | 0.48% | 47 |
|