Sigma Planning Corp’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,470
| Closed | -$203K | – | 1279 |
|
2025
Q1 | $203K | Buy |
+4,470
| New | +$203K | 0.01% | 1120 |
|
2023
Q1 | – | Sell |
-21,311
| Closed | -$867K | – | 1328 |
|
2022
Q4 | $867K | Buy |
+21,311
| New | +$867K | 0.03% | 540 |
|
2021
Q4 | – | Sell |
-12,846
| Closed | -$377K | – | 1401 |
|
2021
Q3 | $377K | Buy |
+12,846
| New | +$377K | 0.01% | 929 |
|
2018
Q3 | – | Sell |
-5,573
| Closed | -$205K | – | 955 |
|
2018
Q2 | $205K | Buy |
+5,573
| New | +$205K | 0.01% | 815 |
|
2018
Q1 | – | Sell |
-6,301
| Closed | -$223K | – | 880 |
|
2017
Q4 | $223K | Buy |
6,301
+72
| +1% | +$2.55K | 0.02% | 725 |
|
2017
Q3 | $210K | Sell |
6,229
-301
| -5% | -$10.1K | 0.02% | 748 |
|
2017
Q2 | $207K | Buy |
6,530
+59
| +0.9% | +$1.87K | 0.02% | 695 |
|
2017
Q1 | $222K | Buy |
6,471
+201
| +3% | +$6.9K | 0.02% | 670 |
|
2016
Q4 | $225K | Sell |
6,270
-1,318
| -17% | -$47.3K | 0.02% | 597 |
|
2016
Q3 | $262K | Sell |
7,588
-269
| -3% | -$9.29K | 0.03% | 555 |
|
2016
Q2 | $261K | Buy |
+7,857
| New | +$261K | 0.03% | 523 |
|
2016
Q1 | – | Sell |
-7,755
| Closed | -$218K | – | 727 |
|
2015
Q4 | $218K | Sell |
7,755
-968
| -11% | -$27.2K | 0.03% | 561 |
|
2015
Q3 | $253K | Sell |
8,723
-4,234
| -33% | -$123K | 0.04% | 477 |
|
2015
Q2 | $470K | Sell |
12,957
-2,791
| -18% | -$101K | 0.06% | 347 |
|
2015
Q1 | $591K | Sell |
15,748
-2,019
| -11% | -$75.8K | 0.08% | 303 |
|
2014
Q4 | $681K | Buy |
+17,767
| New | +$681K | 0.09% | 261 |
|