Arcadia Wealth Management (New Hampshire)’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
-7,254
Closed -$337K 60
2022
Q4
$337K Buy
+7,254
New +$337K 0.3% 43