Sterling Investment Advisors (Missouri)’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,064
| Closed | -$511K | – | 27 |
|
2022
Q1 | $511K | Buy |
6,064
+40
| +0.7% | +$3.37K | 0.3% | 19 |
|
2021
Q4 | $369K | Buy |
6,024
+58
| +1% | +$3.55K | 0.21% | 20 |
|
2021
Q3 | $347K | Buy |
5,966
+57
| +1% | +$3.32K | 0.21% | 21 |
|
2021
Q2 | $339K | Buy |
5,909
+21
| +0.4% | +$1.21K | 0.21% | 21 |
|
2021
Q1 | $287K | Buy |
5,888
+31
| +0.5% | +$1.51K | 0.18% | 21 |
|
2020
Q4 | $210K | Buy |
+5,857
| New | +$210K | 0.14% | 24 |
|