Teamwork Financial Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-21,125
| Closed | -$2.06M | – | 203 |
|
2023
Q3 | $2.06M | Sell |
21,125
-523
| -2% | -$51K | 0.34% | 50 |
|
2023
Q2 | $1.84M | Sell |
21,648
-9,584
| -31% | -$814K | 0.3% | 56 |
|
2023
Q1 | $2.68M | Sell |
31,232
-393
| -1% | -$33.7K | 0.5% | 41 |
|
2022
Q4 | $2.94M | Buy |
31,625
+410
| +1% | +$38.1K | 0.59% | 32 |
|
2022
Q3 | $2.6M | Buy |
31,215
+2,376
| +8% | +$198K | 0.56% | 34 |
|
2022
Q2 | $2.25M | Sell |
28,839
-4,327
| -13% | -$337K | 0.49% | 42 |
|
2022
Q1 | $2.8M | Sell |
33,166
-9,256
| -22% | -$781K | 0.52% | 47 |
|
2021
Q4 | $2.6M | Buy |
42,422
+280
| +0.7% | +$17.1K | 0.48% | 33 |
|
2021
Q3 | $2.45M | Buy |
42,142
+9,168
| +28% | +$533K | 0.48% | 35 |
|
2021
Q2 | $1.89M | Buy |
32,974
+5,201
| +19% | +$298K | 0.39% | 49 |
|
2021
Q1 | $1.35M | Buy |
+27,773
| New | +$1.35M | 0.32% | 58 |
|