Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 1035 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2001 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1705 |
|
|
2020
Q3 | $0 | Sell |
1
-350
| -100% | – | ﹤0.01% | 1776 |
|
|
2020
Q2 | $12K | Hold |
351
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q1 | $10K | Buy |
351
+1
| +0.3% | +$28 | ﹤0.01% | 1050 |
|
|
2019
Q4 | $19K | Hold |
350
| – | – | ﹤0.01% | 918 |
|
|
2019
Q3 | $18K | Hold |
350
| – | – | ﹤0.01% | 863 |
|
|
2019
Q2 | $20K | Buy |
+350
| New | +$20K | ﹤0.01% | 839 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$32K | – | 1584 |
|
|
2017
Q4 | $32K | Buy |
+500
| New | +$32K | 0.01% | 565 |
|