Theory Financial’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
Q1 | – | Sell |
-90,308
| Closed | -$3.68M | – | 78 |
|
2023
Q4 | $3.68M | Buy |
90,308
+2,848
| +3% | +$116K | 1.96% | 30 |
|
2023
Q3 | $3.64M | Sell |
87,460
-4,422
| -5% | -$184K | 2.13% | 10 |
|
2023
Q2 | $3.57M | Buy |
91,882
+5,819
| +7% | +$226K | 2.05% | 28 |
|
2023
Q1 | $3.37M | Buy |
86,063
+2,443
| +3% | +$95.7K | 2.02% | 27 |
|
2022
Q4 | $3.4M | Buy |
+83,620
| New | +$3.4M | 2.25% | 21 |
|