Wealthfront Advisers’s iShares MSCI Global Energy Producers ETF FILL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $885K | Buy |
37,312
+4,791
| +15% | +$114K | ﹤0.01% | 703 |
|
2025
Q1 | $809K | Sell |
32,521
-11,916
| -27% | -$296K | ﹤0.01% | 701 |
|
2024
Q4 | $1.01M | Buy |
44,437
+8,115
| +22% | +$185K | ﹤0.01% | 661 |
|
2024
Q3 | $901K | Buy |
36,322
+1,013
| +3% | +$25.1K | ﹤0.01% | 661 |
|
2024
Q2 | $917K | Buy |
35,309
+4,630
| +15% | +$120K | ﹤0.01% | 638 |
|
2024
Q1 | $814K | Sell |
30,679
-2,337
| -7% | -$62K | ﹤0.01% | 652 |
|
2023
Q4 | $796K | Buy |
33,016
+5,725
| +21% | +$138K | ﹤0.01% | 628 |
|
2023
Q3 | $704K | Sell |
27,291
-2,613
| -9% | -$67.4K | ﹤0.01% | 623 |
|
2023
Q2 | $693K | Sell |
29,904
-2,708
| -8% | -$62.7K | ﹤0.01% | 623 |
|
2023
Q1 | $761K | Buy |
32,612
+1,121
| +4% | +$26.1K | ﹤0.01% | 578 |
|
2022
Q4 | $764K | Buy |
31,491
+6,274
| +25% | +$152K | ﹤0.01% | 558 |
|
2022
Q3 | $538K | Buy |
25,217
+2,665
| +12% | +$56.9K | ﹤0.01% | 584 |
|
2022
Q2 | $479K | Buy |
22,552
+6,149
| +37% | +$131K | ﹤0.01% | 600 |
|
2022
Q1 | $372K | Buy |
+16,403
| New | +$372K | ﹤0.01% | 684 |
|