Syverson Strege & Co’s iShares MSCI Global Energy Producers ETF FILL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,317
| Closed | -$31.9K | – | 672 |
|
2022
Q4 | $31.9K | Buy |
1,317
+43
| +3% | +$1.04K | 0.01% | 148 |
|
2022
Q3 | $27K | Hold |
1,274
| – | – | 0.01% | 148 |
|
2022
Q2 | $27K | Buy |
1,274
+20
| +2% | +$424 | 0.01% | 167 |
|
2022
Q1 | $28K | Hold |
1,254
| – | – | 0.03% | 153 |
|
2021
Q4 | $22K | Buy |
+1,254
| New | +$22K | 0.02% | 172 |
|