PWA
PCG Wealth Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
10,549
-11,527
| -52% | -$1.02M | 0.48% | 48 |
|
|
2025
Q1 | $2.09M | Buy |
22,076
+5,577
| +34% | +$527K | 0.73% | 45 |
|
|
2024
Q4 | $1.48M | Buy |
16,499
+2,529
| +18% | +$227K | 0.55% | 57 |
|
|
2024
Q3 | $1.28M | Sell |
13,970
-339
| -2% | -$31K | 0.49% | 60 |
|
|
2024
Q2 | $1.42M | Sell |
14,309
-519
| -4% | -$51.7K | 0.62% | 48 |
|
|
2024
Q1 | $1.59M | Sell |
14,828
-434
| -3% | -$46.4K | 0.75% | 44 |
|
|
2023
Q4 | $1.42M | Sell |
15,262
-495
| -3% | -$46.1K | 0.79% | 40 |
|
|
2023
Q3 | $1.54M | Buy |
+15,757
| New | +$1.54M | 1.01% | 27 |
|