Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,407
| Closed | -$131K | – | 772 |
|
|
2023
Q4 | $131K | Buy |
1,407
+201
| +17% | +$18.7K | 0.01% | 398 |
|
|
2023
Q3 | $118K | Buy |
1,206
+380
| +46% | +$37.2K | 0.01% | 398 |
|
|
2023
Q2 | $70K | Hold |
826
| – | – | 0.01% | 540 |
|
|
2023
Q1 | $71K | Buy |
826
+226
| +38% | +$19.4K | 0.01% | 526 |
|
|
2022
Q4 | $56K | Sell |
600
-200
| -25% | -$18.7K | 0.01% | 502 |
|
|
2022
Q3 | $67K | Hold |
800
| – | – | 0.01% | 445 |
|
|
2022
Q2 | $62K | Buy |
800
+100
| +14% | +$7.75K | 0.01% | 429 |
|
|
2022
Q1 | $59K | Buy |
+700
| New | +$59K | 0.01% | 472 |
|