Arax Advisory Partners’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 | $15K | Sell |
332
-110
| -25% | -$4.98K | ﹤0.01% | 1786 |
|
2025
Q1 | $21.8K | Buy |
+442
| New | +$21.8K | ﹤0.01% | 1268 |
|
2024
Q1 | – | Sell |
-38
| Closed | -$1.68K | – | 1354 |
|
2023
Q4 | $1.68K | Buy |
+38
| New | +$1.68K | ﹤0.01% | 1043 |
|
2019
Q4 | – | Sell |
-200
| Closed | -$6K | – | 601 |
|
2019
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 499 |
|