Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-286
| Closed | -$12.9K | – | 1246 |
|
|
2024
Q1 | $12.9K | Buy |
286
+2
| +0.7% | +$90 | 0.01% | 960 |
|
|
2023
Q4 | $11.6K | Sell |
284
-346
| -55% | -$14.1K | 0.01% | 308 |
|
|
2023
Q3 | $26.2K | Hold |
630
| – | – | 0.02% | 200 |
|
|
2023
Q2 | $24.5K | Buy |
630
+4
| +0.6% | +$155 | 0.02% | 216 |
|
|
2023
Q1 | $24.5K | Buy |
626
+4
| +0.6% | +$157 | 0.02% | 227 |
|
|
2022
Q4 | $25.3K | Buy |
622
+6
| +1% | +$244 | 0.02% | 220 |
|
|
2022
Q3 | $21K | Buy |
616
+7
| +1% | +$239 | 0.02% | 238 |
|
|
2022
Q2 | $22K | Buy |
609
+3
| +0.5% | +$108 | 0.02% | 227 |
|
|
2022
Q1 | $25K | Buy |
606
+4
| +0.7% | +$165 | 0.02% | 219 |
|
|
2021
Q4 | $19K | Buy |
+602
| New | +$19K | 0.02% | 253 |
|