WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,145
| Closed | -$356K | – | 192 |
|
|
2023
Q1 | $356K | Sell |
4,145
-121
| -3% | -$10.4K | 0.14% | 125 |
|
|
2022
Q4 | $396K | Sell |
4,266
-669
| -14% | -$62.1K | 0.17% | 120 |
|
|
2022
Q3 | $384K | Hold |
4,935
| – | – | 0.16% | 121 |
|
|
2022
Q2 | $384K | Buy |
4,935
+2,258
| +84% | +$176K | 0.16% | 121 |
|
|
2022
Q1 | $226K | Buy |
+2,677
| New | +$226K | 0.08% | 170 |
|