Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Buy |
17,640
+435
| +3% | +$19.2K | 0.2% | 100 |
|
|
2025
Q1 | $782K | Buy |
17,205
+5,976
| +53% | +$272K | 0.22% | 92 |
|
|
2024
Q4 | $480K | Sell |
11,229
-822
| -7% | -$35.1K | 0.14% | 143 |
|
|
2024
Q3 | $531K | Buy |
12,051
+160
| +1% | +$7.05K | 0.15% | 125 |
|
|
2024
Q2 | $330K | Buy |
11,891
+1,552
| +15% | +$43K | 0.1% | 199 |
|
|
2024
Q1 | $465K | Buy |
10,339
+277
| +3% | +$12.5K | 0.14% | 145 |
|
|
2023
Q4 | $410K | Sell |
10,062
-552
| -5% | -$22.5K | 0.14% | 139 |
|
|
2023
Q3 | $441K | Hold |
10,614
| – | – | 0.17% | 129 |
|
|
2023
Q2 | $412K | Sell |
10,614
-778
| -7% | -$30.2K | 0.16% | 141 |
|
|
2023
Q1 | $446K | Buy |
+11,392
| New | +$446K | 0.2% | 124 |
|
|
2022
Q3 | – | Sell |
-25,945
| Closed | -$933K | – | 190 |
|
|
2022
Q2 | $933K | Sell |
25,945
-2,421
| -9% | -$87.1K | 0.38% | 61 |
|
|
2022
Q1 | $1.15M | Sell |
28,366
-1,458
| -5% | -$59K | 0.38% | 62 |
|
|
2021
Q4 | $939K | Buy |
29,824
+16,648
| +126% | +$524K | 0.28% | 82 |
|
|
2021
Q3 | $387K | Sell |
13,176
-210
| -2% | -$6.17K | 0.13% | 161 |
|
|
2021
Q2 | $407K | Buy |
+13,386
| New | +$407K | 0.13% | 164 |
|