Wells Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 83 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$55.9K | – | 69 |
|
|
2023
Q4 | $55.9K | Hold |
600
| – | – | 0.04% | 51 |
|
|
2023
Q3 | $58.5K | Hold |
600
| – | – | 0.05% | 49 |
|
|
2023
Q2 | $51K | Hold |
600
| – | – | 0.04% | 51 |
|
|
2023
Q1 | $51.5K | Hold |
600
| – | – | 0.04% | 50 |
|
|
2022
Q4 | $55.7K | Hold |
600
| – | – | 0.05% | 50 |
|
|
2022
Q3 | $50K | Buy |
+600
| New | +$50K | 0.05% | 50 |
|