Patriot Financial Group Insurance Agency’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-430
| Closed | -$33K | – | 1104 |
|
|
2022
Q2 | $33K | Buy |
430
+100
| +30% | +$7.67K | 0.01% | 861 |
|
|
2022
Q1 | $28K | Buy |
330
+150
| +83% | +$12.7K | 0.01% | 958 |
|
|
2021
Q4 | $11K | Hold |
180
| – | – | ﹤0.01% | 1454 |
|
|
2021
Q3 | $10K | Hold |
180
| – | – | ﹤0.01% | 1476 |
|
|
2021
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 1442 |
|
|
2021
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 1381 |
|
|
2020
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 1377 |
|
|
2020
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 1127 |
|
|
2020
Q1 | $4K | Hold |
180
| – | – | ﹤0.01% | 1128 |
|
|
2019
Q4 | $10K | Hold |
180
| – | – | ﹤0.01% | 836 |
|
|
2019
Q3 | $9K | Hold |
180
| – | – | ﹤0.01% | 824 |
|
|
2019
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 805 |
|
|
2019
Q1 | $10K | Buy |
180
+80
| +80% | +$4.44K | 0.01% | 702 |
|
|
2018
Q4 | $5K | Sell |
100
-180
| -64% | -$9K | ﹤0.01% | 732 |
|
|
2018
Q3 | $21K | Buy |
+280
| New | +$21K | 0.01% | 476 |
|