Apexium 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
2023 Q2	–	Sell	-4,821	Closed	-$211K	–	224
2023 Q1	$211K	Sell	4,821 -623	-11%	-$27.3K	0.02%	194
2022 Q4	$253K	Sell	5,444 -1,926	-26%	-$89.5K	0.03%	177
2022 Q3	$290K	Buy	+7,370	New	+$290K	0.04%	153