Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,841
| Closed | -$626K | – | 549 |
|
|
2024
Q3 | $626K | Buy |
6,841
+59
| +0.9% | +$5.4K | 0.04% | 317 |
|
|
2024
Q2 | $675K | Sell |
6,782
-28
| -0.4% | -$2.79K | 0.04% | 288 |
|
|
2024
Q1 | $728K | Buy |
6,810
+54
| +0.8% | +$5.78K | 0.05% | 272 |
|
|
2023
Q4 | $630K | Sell |
6,756
-11
| -0.2% | -$1.03K | 0.05% | 280 |
|
|
2023
Q3 | $660K | Buy |
6,767
+1,675
| +33% | +$163K | 0.05% | 255 |
|
|
2023
Q2 | $432K | Buy |
5,092
+759
| +18% | +$64.5K | 0.03% | 315 |
|
|
2023
Q1 | $372K | Buy |
+4,333
| New | +$372K | 0.03% | 317 |
|