Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Buy |
360
+1
| +0.3% | +$45 | ﹤0.01% | 1319 |
|
|
2025
Q1 | $17.7K | Sell |
359
-48
| -12% | -$2.37K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $18.6K | Sell |
407
-40
| -9% | -$1.82K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $20.7K | Sell |
447
-11
| -2% | -$510 | ﹤0.01% | 1177 |
|
|
2024
Q2 | $22K | Sell |
458
-172
| -27% | -$8.26K | ﹤0.01% | 1054 |
|
|
2024
Q1 | $31.1K | Sell |
630
-353
| -36% | -$17.4K | ﹤0.01% | 955 |
|
|
2023
Q4 | $43.4K | Sell |
983
-114
| -10% | -$5.03K | ﹤0.01% | 846 |
|
|
2023
Q3 | $52K | Hold |
1,097
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $47K | Buy |
1,097
+5
| +0.5% | +$214 | ﹤0.01% | 829 |
|
|
2023
Q1 | $47.8K | Sell |
1,092
-146
| -12% | -$6.39K | ﹤0.01% | 809 |
|
|
2022
Q4 | $57.6K | Sell |
1,238
-70
| -5% | -$3.25K | 0.01% | 752 |
|
|
2022
Q3 | $51K | Sell |
1,308
-2,551
| -66% | -$99.5K | 0.01% | 836 |
|
|
2022
Q2 | $147K | Sell |
3,859
-2,262
| -37% | -$86.2K | 0.01% | 566 |
|
|
2022
Q1 | $250K | Buy |
6,121
+2,013
| +49% | +$82.2K | 0.02% | 504 |
|
|
2021
Q4 | $124K | Sell |
4,108
-359
| -8% | -$10.8K | 0.01% | 718 |
|
|
2021
Q3 | $126K | Buy |
4,467
+3,828
| +599% | +$108K | 0.01% | 707 |
|
|
2021
Q2 | $19K | Buy |
639
+7
| +1% | +$208 | ﹤0.01% | 1230 |
|
|
2021
Q1 | $17K | Hold |
632
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q4 | $13K | Buy |
632
+6
| +1% | +$123 | ﹤0.01% | 1221 |
|
|
2020
Q3 | $10K | Buy |
626
+11
| +2% | +$176 | ﹤0.01% | 1255 |
|
|
2020
Q2 | $12K | Buy |
615
+17
| +3% | +$332 | ﹤0.01% | 1240 |
|
|
2020
Q1 | $9K | Sell |
598
-597
| -50% | -$8.99K | ﹤0.01% | 1282 |
|
|
2019
Q4 | $38K | Buy |
1,195
+28
| +2% | +$890 | ﹤0.01% | 982 |
|
|
2019
Q3 | $37K | Buy |
1,167
+457
| +64% | +$14.5K | ﹤0.01% | 1003 |
|
|
2019
Q2 | $24K | Sell |
710
-2,595
| -79% | -$87.7K | ﹤0.01% | 1007 |
|
|
2019
Q1 | $119K | Buy |
3,305
+6
| +0.2% | +$216 | 0.01% | 513 |
|
|
2018
Q4 | $103K | Buy |
3,299
+9
| +0.3% | +$281 | 0.01% | 511 |
|
|
2018
Q3 | $138K | Sell |
3,290
-1,380
| -30% | -$57.9K | 0.02% | 484 |
|
|
2018
Q2 | $196K | Sell |
4,670
-123
| -3% | -$5.16K | 0.03% | 403 |
|
|
2018
Q1 | $177K | Sell |
4,793
-561
| -10% | -$20.7K | 0.02% | 409 |
|
|
2017
Q4 | $212K | Buy |
+5,354
| New | +$212K | 0.03% | 341 |
|