RGT Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,384
| Closed | -$249K | – | 104 |
|
|
2017
Q3 | $249K | Hold |
7,384
| – | – | 0.17% | 76 |
|
|
2017
Q2 | $234K | Sell |
7,384
-968
| -12% | -$30.7K | 0.16% | 71 |
|
|
2017
Q1 | $286K | Sell |
8,352
-1,507
| -15% | -$51.6K | 0.19% | 61 |
|
|
2016
Q4 | $354K | Sell |
9,859
-1,758
| -15% | -$63.1K | 0.2% | 67 |
|
|
2016
Q3 | $400K | Buy |
+11,617
| New | +$400K | 0.25% | 58 |
|