Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,345
| Closed | -$300K | – | 59 |
|
|
2015
Q3 | $300K | Sell |
10,345
-14,465
| -58% | -$419K | 0.13% | 43 |
|
|
2015
Q2 | $900K | Sell |
24,810
-8,139
| -25% | -$295K | 0.37% | 34 |
|
|
2015
Q1 | $1.24M | Sell |
32,949
-34,920
| -51% | -$1.31M | 0.49% | 34 |
|
|
2014
Q4 | $2.6M | Buy |
67,869
+29,689
| +78% | +$1.14M | 0.8% | 21 |
|
|
2014
Q3 | $1.71M | Sell |
38,180
-946
| -2% | -$42.3K | 0.53% | 30 |
|
|
2014
Q2 | $1.95M | Sell |
39,126
-1,559
| -4% | -$77.9K | 0.59% | 30 |
|
|
2014
Q1 | $1.8M | Sell |
40,685
-1,755
| -4% | -$77.8K | 0.58% | 31 |
|
|
2013
Q4 | $1.84M | Buy |
42,440
+293
| +0.7% | +$12.7K | 0.65% | 28 |
|
|
2013
Q3 | $1.75M | Buy |
42,147
+2,542
| +6% | +$105K | 0.63% | 29 |
|
|
2013
Q2 | $1.52M | Buy |
+39,605
| New | +$1.52M | 0.62% | 31 |
|