Asset Dedication 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
2022
Q4
Sell
-62
Closed -$2K 1062
2022
Q3
$2K Buy
+62
New +$2K ﹤0.01% 830
2019
Q2
Sell
-1,200
Closed -$43K 605
2019
Q1
$43K Buy
+1,200
New +$43K 0.02% 288