Sweet Financial Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$389K Hold
2024
Q2
$389K Hold
2024
Q1
$397K Hold
2023
Q4
$360K Buy
2023
Q3
$326K Hold
2023
Q2
$304K Hold
2023
Q1
$307K Sell
2022
Q4
$441K Hold
2022
Q3
$376K Hold
2022
Q2
$390K Hold
2022
Q1
$438K Hold
2021
Q4
$341K Buy