SWM
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Strategic Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-24,500
Closed -$1.75M 44
2014
Q4
$1.75M Buy
+24,500
New +$1.75M 1.7% 14
2014
Q1
Sell
-22,000
Closed -$1.81M 32
2013
Q4
$1.81M Buy
+22,000
New +$1.81M 1.83% 15