Wealthspire Advisors (Maryland)’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 |
-11,861
| Closed | -$197K | – | 458 |
|
|
2020
Q1 | $197K | Sell |
11,861
-7,715
| -39% | -$128K | 0.02% | 398 |
|
|
2019
Q4 | $589K | Sell |
19,576
-1,479
| -7% | -$44.5K | 0.04% | 247 |
|
|
2019
Q3 | $612K | Sell |
21,055
-1,981
| -9% | -$57.6K | 0.04% | 226 |
|
|
2019
Q2 | $707K | Sell |
23,036
-1,873
| -8% | -$57.5K | 0.05% | 194 |
|
|
2019
Q1 | $782K | Sell |
24,909
-1,958
| -7% | -$61.5K | 0.06% | 169 |
|
|
2018
Q4 | $730K | Sell |
26,867
-5,740
| -18% | -$156K | 0.06% | 158 |
|
|
2018
Q3 | $1.17M | Buy |
32,607
+4
| +0% | +$143 | 0.1% | 123 |
|
|
2018
Q2 | $1.2M | Sell |
32,603
-287
| -0.9% | -$10.6K | 0.11% | 111 |
|
|
2018
Q1 | $1.09M | Sell |
32,890
-284
| -0.9% | -$9.4K | 0.1% | 119 |
|
|
2017
Q4 | $1.18M | Sell |
33,174
-4,884
| -13% | -$173K | 0.11% | 118 |
|
|
2017
Q3 | $1.28M | Sell |
38,058
-1,704
| -4% | -$57.4K | 0.14% | 107 |
|
|
2017
Q2 | $1.26M | Sell |
39,762
-2,092
| -5% | -$66.2K | 0.15% | 103 |
|
|
2017
Q1 | $1.43M | Sell |
41,854
-260
| -0.6% | -$8.91K | 0.2% | 78 |
|
|
2016
Q4 | $1.51M | Buy |
42,114
+440
| +1% | +$15.8K | 0.23% | 69 |
|
|
2016
Q3 | $1.44M | Buy |
41,674
+437
| +1% | +$15.1K | 0.22% | 69 |
|
|
2016
Q2 | $1.37M | Sell |
41,237
-1,882
| -4% | -$62.5K | 0.23% | 69 |
|
|
2016
Q1 | $1.28M | Sell |
43,119
-2,611
| -6% | -$77.6K | 0.23% | 72 |
|
|
2015
Q4 | $1.29M | Buy |
+45,730
| New | +$1.29M | 0.24% | 73 |
|