Winch Advisory Services’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Buy |
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|
2025
Q1 | $43K | Buy |
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|
2024
Q4 | $40.5K | Buy |
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|
2024
Q3 | $41.1K | Buy |
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|
2024
Q2 | $44.4K | Sell |
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|
2024
Q1 | $56.2K | Sell |
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|
2023
Q4 | $51.6K | Sell |
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|
2023
Q3 | $75K | Sell |
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|
2023
Q2 | $71K | Sell |
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|
2023
Q1 | $88K | Sell |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $80K | Sell |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $76K | Buy |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $47K | Hold |
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|
2020
Q3 | $35K | Sell |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $74K | Sell |
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|
2019
Q3 | $83K | Sell |
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|
2019
Q2 | $106K | Sell |
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|
2019
Q1 | $3.88M | Sell |
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|
2018
Q4 | $3.47M | Sell |
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|
2018
Q3 | $5.61M | Buy |
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|
2018
Q2 | $5.36M | Buy |
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