Sowell Financial Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,431
| Closed | -$1.87M | – | 551 |
|
|
2024
Q3 | $1.87M | Buy |
20,431
+3,413
| +20% | +$312K | 0.09% | 249 |
|
|
2024
Q2 | $1.69M | Buy |
+17,018
| New | +$1.69M | 0.08% | 252 |
|
|
2023
Q1 | – | Sell |
-55,198
| Closed | -$5.13M | – | 796 |
|
|
2022
Q4 | $5.13M | Buy |
+55,198
| New | +$5.13M | 0.33% | 70 |
|
|
2020
Q2 | – | Sell |
-4,372
| Closed | -$100K | – | 2561 |
|
|
2020
Q1 | $100K | Sell |
4,372
-2,651
| -38% | -$60.6K | 0.01% | 838 |
|
|
2019
Q4 | $390K | Sell |
7,023
-280
| -4% | -$15.5K | 0.03% | 518 |
|
|
2019
Q3 | $372K | Buy |
+7,303
| New | +$372K | 0.03% | 480 |
|
|
2019
Q1 | $479K | Sell |
8,229
-62
| -0.7% | -$3.61K | 0.05% | 339 |
|
|
2018
Q4 | $428K | Buy |
+8,291
| New | +$428K | 0.06% | 309 |
|
|
2018
Q3 | – | Sell |
-10,659
| Closed | -$781K | – | 401 |
|
|
2018
Q2 | $781K | Buy |
+10,659
| New | +$781K | 0.17% | 126 |
|