Ackerman Capital Advisors’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-93,603
| Closed | -$3.01M | – | 140 |
|
|
2019
Q4 | $3.01M | Sell |
93,603
-2,887
| -3% | -$92.7K | 0.89% | 24 |
|
|
2019
Q3 | $3.07M | Sell |
96,490
-1,330
| -1% | -$42.2K | 1.06% | 20 |
|
|
2019
Q2 | $3.37K | Sell |
97,820
-3,868
| -4% | -$133 | 0.02% | 62 |
|
|
2019
Q1 | $3.66K | Sell |
101,688
-1,266
| -1% | -$46 | 0.02% | 58 |
|
|
2018
Q4 | $3.21K | Buy |
+102,954
| New | +$3.21K | 0.25% | 58 |
|