Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-476
| Closed | -$13.8K | – | 1183 |
|
|
2019
Q3 | $13.8K | Hold |
476
| – | – | 0.01% | 702 |
|
|
2019
Q2 | $14.6K | Hold |
476
| – | – | 0.01% | 671 |
|
|
2019
Q1 | $14.9K | Hold |
476
| – | – | 0.01% | 670 |
|
|
2018
Q4 | $12.9K | Sell |
476
-669
| -58% | -$18.2K | 0.01% | 670 |
|
|
2018
Q3 | $41K | Buy |
1,145
+669
| +141% | +$24K | 0.03% | 331 |
|
|
2018
Q2 | $17.5K | Sell |
476
-603
| -56% | -$22.2K | 0.01% | 640 |
|
|
2018
Q1 | $35.7K | Sell |
1,079
-318
| -23% | -$10.5K | 0.03% | 367 |
|
|
2017
Q4 | $49.5K | Hold |
1,397
| – | – | 0.04% | 274 |
|
|
2017
Q3 | $47K | Sell |
1,397
-135
| -9% | -$4.55K | 0.04% | 285 |
|
|
2017
Q2 | $48.5K | Hold |
1,532
| – | – | 0.04% | 267 |
|
|
2017
Q1 | $52.5K | Hold |
1,532
| – | – | 0.04% | 252 |
|
|
2016
Q4 | $55.1K | Hold |
1,532
| – | – | 0.05% | 251 |
|
|
2016
Q3 | $52.8K | Sell |
1,532
-402
| -21% | -$13.9K | 0.05% | 248 |
|
|
2016
Q2 | $64.2K | Hold |
1,934
| – | – | 0.06% | 215 |
|
|
2016
Q1 | $57.5K | Buy |
+1,934
| New | +$57.5K | 0.05% | 228 |
|