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