SOA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87K | Buy |
65
+1
| +2% | +$44 | ﹤0.01% | 688 |
|
|
2025
Q1 | $2.93K | Hold |
64
| – | – | ﹤0.01% | 675 |
|
|
2024
Q4 | $2.74K | Hold |
64
| – | – | ﹤0.01% | 661 |
|
|
2024
Q3 | $2.81K | Buy |
64
+1
| +2% | +$44 | ﹤0.01% | 647 |
|
|
2024
Q2 | $2.78K | Hold |
63
| – | – | ﹤0.01% | 648 |
|
|
2024
Q1 | $2.83K | Hold |
63
| – | – | ﹤0.01% | 668 |
|
|
2023
Q4 | $2.55K | Buy |
63
+1
| +2% | +$40 | ﹤0.01% | 673 |
|
|
2023
Q3 | $2.56K | Hold |
62
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $2.39K | Buy |
62
+1
| +2% | +$39 | ﹤0.01% | 706 |
|
|
2023
Q1 | $2.4K | Hold |
61
| – | – | ﹤0.01% | 706 |
|
|
2022
Q4 | $2.47K | Buy |
61
+2
| +3% | +$81 | ﹤0.01% | 712 |
|
|
2022
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 710 |
|
|
2022
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 699 |
|
|
2022
Q1 | $2K | Buy |
59
+1
| +2% | +$34 | ﹤0.01% | 803 |
|
|
2021
Q4 | $1K | Buy |
58
+1
| +2% | +$17 | ﹤0.01% | 823 |
|
|
2021
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 840 |
|
|
2021
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 820 |
|
|
2021
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 769 |
|
|
2020
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 744 |
|