Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
15,881
-625
| -4% | -$56.3K | 0.51% | 45 |
|
|
2025
Q1 | $1.56M | Buy |
16,506
+193
| +1% | +$18.3K | 0.72% | 31 |
|
|
2024
Q4 | $1.46M | Buy |
16,313
+2,258
| +16% | +$202K | 0.63% | 35 |
|
|
2024
Q3 | $1.29M | Sell |
14,055
-51
| -0.4% | -$4.66K | 0.6% | 37 |
|
|
2024
Q2 | $1.4M | Buy |
14,106
+552
| +4% | +$54.9K | 0.68% | 31 |
|
|
2024
Q1 | $1.45M | Buy |
13,554
+227
| +2% | +$24.3K | 0.74% | 29 |
|
|
2023
Q4 | $1.24M | Buy |
13,327
+1,462
| +12% | +$136K | 0.69% | 31 |
|
|
2023
Q3 | $1.16M | Buy |
11,865
+526
| +5% | +$51.3K | 0.72% | 29 |
|
|
2023
Q2 | $963K | Buy |
11,339
+264
| +2% | +$22.4K | 0.61% | 36 |
|
|
2023
Q1 | $950K | Buy |
11,075
+1,075
| +11% | +$92.2K | 0.66% | 34 |
|
|
2022
Q4 | $944K | Hold |
10,000
| – | – | 0.79% | 29 |
|
|
2022
Q3 | $908K | Buy |
+10,000
| New | +$908K | 0.8% | 31 |
|