Alterna Wealth Management’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
2022
Q3
Sell
-9,840
Closed -$376K 98
2022
Q2
$376K Sell
9,840
-1,355
-12% -$51.8K 0.38% 54
2022
Q1
$458K Sell
11,195
-187
-2% -$7.65K 0.39% 54
2021
Q4
$343K Buy
+11,382
New +$343K 0.29% 61