Willow Creek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,690
| Closed | -$383K | – | 116 |
|
|
2021
Q2 | $383K | Hold |
6,690
| – | – | 0.09% | 70 |
|
|
2021
Q1 | $326K | Sell |
6,690
-3,345
| -33% | -$163K | 0.12% | 62 |
|
|
2020
Q4 | $360K | Buy |
10,035
+191
| +2% | +$6.85K | 0.14% | 54 |
|
|
2020
Q3 | $260K | Hold |
9,844
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $332K | Buy |
+9,844
| New | +$332K | 0.15% | 42 |
|