Stanford Investment Group’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
Q1 | – | Sell |
-29,280
| Closed | -$1.05M | – | 139 |
|
|
2016
Q4 | $1.05M | Sell |
29,280
-11,209
| -28% | -$403K | 0.51% | 20 |
|
|
2016
Q3 | $1.4M | Sell |
40,489
-1,903
| -4% | -$65.6K | 0.66% | 18 |
|
|
2016
Q2 | $1.41M | Buy |
42,392
+1,471
| +4% | +$48.9K | 0.72% | 16 |
|
|
2016
Q1 | $1.22M | Sell |
40,921
-856
| -2% | -$25.5K | 0.68% | 16 |
|
|
2015
Q4 | $1.18M | Sell |
41,777
-34,074
| -45% | -$959K | 0.64% | 17 |
|
|
2015
Q3 | $2.2M | Sell |
75,851
-16,752
| -18% | -$487K | 1.62% | 12 |
|
|
2015
Q2 | $3.36M | Buy |
92,603
+1,700
| +2% | +$61.7K | 2.52% | 9 |
|
|
2015
Q1 | $3.41M | Sell |
90,903
-2,509
| -3% | -$94.2K | 2.72% | 8 |
|
|
2014
Q4 | $3.58M | Buy |
+93,412
| New | +$3.58M | 3% | 7 |
|