United Capital Financial Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $239K | Sell |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $619K | Sell |
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|
2019
Q4 | $667K | Buy |
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|
2019
Q3 | $601K | Sell |
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|
2019
Q2 | $944K | Sell |
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|
2019
Q1 | $997K | Buy |
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|
2018
Q4 | $678K | Sell |
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|
2018
Q3 | $1.43M | Sell |
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|
2018
Q2 | $4M | Buy |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $906K | Buy |
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|
2017
Q2 | $773K | Buy |
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|
2017
Q1 | $819K | Buy |
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|
2016
Q4 | $796K | Buy |
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|
2016
Q3 | $718K | Sell |
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|
2016
Q2 | $719K | Buy |
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|
2016
Q1 | $649K | Buy |
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|
2015
Q4 | $610K | Sell |
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|
2015
Q3 | $758K | Sell |
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|
2015
Q2 | $1.28M | Sell |
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|
2015
Q1 | $1.45M | Buy |
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|
2014
Q4 | $1.04M | Buy |
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|
2014
Q3 | $989K | Buy |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $933K | Sell |
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|
2013
Q4 | $952K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.35M | Buy |
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