Well Done LLC’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-100,446
| Closed | -$3.9M | – | 166 |
|
2023
Q2 | $3.9M | Sell |
100,446
-2,823
| -3% | -$110K | 0.83% | 32 |
|
2023
Q1 | $4.05M | Buy |
103,269
+4,247
| +4% | +$166K | 0.88% | 31 |
|
2022
Q4 | $4.03M | Buy |
99,022
+15,487
| +19% | +$630K | 0.86% | 30 |
|
2022
Q3 | $2.9M | Buy |
83,535
+12,600
| +18% | +$438K | 0.71% | 34 |
|
2022
Q2 | $2.55M | Buy |
70,935
+65,176
| +1,132% | +$2.34M | 0.56% | 38 |
|
2022
Q1 | $233K | Buy |
+5,759
| New | +$233K | 0.05% | 166 |
|