Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $389K | Hold |
8,834
| – | – | 0.08% | 144 |
|
|
2024
Q2 | $389K | Hold |
8,834
| – | – | 0.09% | 135 |
|
|
2024
Q1 | $397K | Hold |
8,834
| – | – | 0.09% | 137 |
|
|
2023
Q4 | $360K | Buy |
8,834
+1,000
| +13% | +$40.7K | 0.09% | 141 |
|
|
2023
Q3 | $326K | Hold |
7,834
| – | – | 0.09% | 137 |
|
|
2023
Q2 | $304K | Hold |
7,834
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $307K | Sell |
7,834
-3,000
| -28% | -$118K | 0.08% | 137 |
|
|
2022
Q4 | $441K | Hold |
10,834
| – | – | 0.13% | 110 |
|
|
2022
Q3 | $376K | Hold |
10,834
| – | – | 0.12% | 112 |
|
|
2022
Q2 | $390K | Hold |
10,834
| – | – | 0.12% | 111 |
|
|
2022
Q1 | $438K | Hold |
10,834
| – | – | 0.12% | 104 |
|
|
2021
Q4 | $341K | Buy |
+10,834
| New | +$341K | 0.14% | 98 |
|