Apeiron RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,414
| Closed | -$577K | – | 205 |
|
|
2022
Q4 | $577K | Buy |
12,414
+4,629
| +59% | +$215K | 0.22% | 85 |
|
|
2022
Q3 | $335K | Sell |
7,785
-14,582
| -65% | -$627K | 0.15% | 110 |
|
|
2022
Q2 | $85 | Sell |
22,367
-125
| -0.6% | – | 0.02% | 130 |
|
|
2022
Q1 | $930K | Buy |
22,492
+1,643
| +8% | +$67.9K | 0.44% | 48 |
|
|
2021
Q4 | $628K | Buy |
+20,849
| New | +$628K | 0.26% | 76 |
|