Aspiriant LLC’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 |
-5,356
| Closed | -$234K | – | 289 |
|
|
2023
Q1 | $234K | Hold |
5,356
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $249K | Hold |
5,356
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $211K | Hold |
5,356
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $204K | Hold |
5,356
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $219K | Buy |
+5,356
| New | +$219K | 0.01% | 261 |
|