Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,030
| Closed | -$668K | – | 322 |
|
|
2019
Q4 | $668K | Sell |
12,030
-666
| -5% | -$37K | 0.08% | 204 |
|
|
2019
Q3 | $666K | Buy |
12,696
+4,746
| +60% | +$249K | 0.09% | 190 |
|
|
2019
Q2 | $446K | Sell |
7,950
-6,175
| -44% | -$346K | 0.06% | 238 |
|
|
2019
Q1 | $822K | Buy |
14,125
+337
| +2% | +$19.6K | 0.11% | 161 |
|
|
2018
Q4 | $788K | Sell |
13,788
-10,764
| -44% | -$615K | 0.11% | 157 |
|
|
2018
Q3 | $1.86M | Sell |
24,552
-35
| -0.1% | -$2.66K | 0.23% | 98 |
|
|
2018
Q2 | $1.83M | Buy |
24,587
+1,088
| +5% | +$80.8K | 0.24% | 102 |
|
|
2018
Q1 | $1.49M | Sell |
23,499
-1,443
| -6% | -$91.7K | 0.19% | 120 |
|
|
2017
Q4 | $1.62M | Buy |
+24,942
| New | +$1.62M | 0.2% | 117 |
|