Oxford 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,295
| Closed | -$71K | – | 198 |
|
|
2020
Q1 | $71K | Sell |
4,295
-80,312
| -95% | -$1.33M | 0.01% | 169 |
|
|
2019
Q4 | $2.55M | Hold |
84,607
| – | – | 0.71% | 24 |
|
|
2019
Q3 | $2.46M | Buy |
84,607
+566
| +0.7% | +$16.5K | 0.78% | 23 |
|
|
2019
Q2 | $2.58M | Hold |
84,041
| – | – | 0.85% | 23 |
|
|
2019
Q1 | $2.64M | Buy |
84,041
+71,506
| +570% | +$2.24M | 0.94% | 23 |
|
|
2018
Q4 | $341K | Buy |
+12,535
| New | +$341K | 0.11% | 38 |
|