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