SWA
Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14
| Closed | -$472 | – | 1232 |
|
|
2020
Q2 | $472 | Buy |
14
+10
| +250% | +$337 | ﹤0.01% | 1167 |
|
|
2020
Q1 | $91 | Buy |
+4
| New | +$91 | ﹤0.01% | 1190 |
|
|
2017
Q4 | – | Sell |
-4
| Closed | -$235 | – | 1094 |
|
|
2017
Q3 | $235 | Hold |
4
| – | – | ﹤0.01% | 1068 |
|
|
2017
Q2 | $219 | Hold |
4
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q1 | $244 | Hold |
4
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q4 | $262 | Buy |
+4
| New | +$262 | ﹤0.01% | 1049 |
|