55I LLC’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.8M | Sell |
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|
2022
Q2 | $19.4M | Sell |
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|
2022
Q1 | $29M | Sell |
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|
2021
Q4 | $29M | Sell |
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|
2021
Q3 | $28.8M | Sell |
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|
2021
Q2 | $31.7M | Buy |
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|
2021
Q1 | $16.8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $564K | Buy |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $241K | Buy |
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