Wealthcare Advisory Partners’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,583
| Closed | -$26K | – | 822 |
|
|
2020
Q1 | $26K | Hold |
1,583
| – | – | ﹤0.01% | 662 |
|
|
2019
Q4 | $48K | Buy |
1,583
+3
| +0.2% | +$91 | 0.01% | 556 |
|
|
2019
Q3 | $46K | Buy |
1,580
+1
| +0.1% | +$29 | 0.01% | 549 |
|
|
2019
Q2 | $48K | Hold |
1,579
| – | – | 0.01% | 512 |
|
|
2019
Q1 | $50K | Buy |
1,579
+1
| +0.1% | +$32 | 0.01% | 465 |
|
|
2018
Q4 | $43K | Buy |
1,578
+1
| +0.1% | +$27 | 0.01% | 460 |
|
|
2018
Q3 | $57K | Hold |
1,577
| – | – | 0.01% | 438 |
|
|
2018
Q2 | $58K | Hold |
1,577
| – | – | 0.01% | 438 |
|
|
2018
Q1 | $52K | Sell |
1,577
-830
| -34% | -$27.4K | 0.01% | 389 |
|
|
2017
Q4 | $85K | Hold |
2,407
| – | – | 0.02% | 287 |
|
|
2017
Q3 | $81K | Buy |
+2,407
| New | +$81K | 0.02% | 241 |
|