Patriot Financial Group Insurance Agency’s iShares MSCI Global Energy Producers ETF FILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-413
| Closed | -$9K | – | 924 |
|
|
2022
Q2 | $9K | Hold |
413
| – | – | ﹤0.01% | 1279 |
|
|
2022
Q1 | $9K | Hold |
413
| – | – | ﹤0.01% | 1395 |
|
|
2021
Q4 | $7K | Hold |
413
| – | – | ﹤0.01% | 1604 |
|
|
2021
Q3 | $7K | Hold |
413
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q2 | $7K | Hold |
413
| – | – | ﹤0.01% | 1552 |
|
|
2021
Q1 | $6K | Hold |
413
| – | – | ﹤0.01% | 1501 |
|
|
2020
Q4 | $5K | Hold |
413
| – | – | ﹤0.01% | 1426 |
|
|
2020
Q3 | $4K | Hold |
413
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q2 | $5K | Buy |
+413
| New | +$5K | ﹤0.01% | 1169 |
|