Tyler-Stone 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
Q3 | – | Sell |
-644
| Closed | -$64.1K | – | 572 |
|
2024
Q2 | $64.1K | Buy |
644
+1
| +0.2% | +$99 | 0.03% | 339 |
|
2024
Q1 | $68.8K | Buy |
643
+1
| +0.2% | +$107 | 0.03% | 320 |
|
2023
Q4 | $59.8K | Buy |
642
+2
| +0.3% | +$186 | 0.03% | 328 |
|
2023
Q3 | $62K | Hold |
640
| – | – | 0.04% | 313 |
|
2023
Q2 | $54K | Buy |
+640
| New | +$54K | 0.03% | 331 |
|
2022
Q4 | $59K | Buy |
637
+2
| +0.3% | +$185 | 0.04% | 293 |
|
2022
Q3 | $53K | Buy |
635
+2
| +0.3% | +$167 | 0.04% | 294 |
|
2022
Q2 | $49K | Buy |
633
+151
| +31% | +$11.7K | 0.03% | 319 |
|
2022
Q1 | $41K | Hold |
482
| – | – | 0.02% | 363 |
|
2021
Q4 | $30K | Buy |
+482
| New | +$30K | 0.02% | 434 |
|