Atomi Financial Group’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
2024
Q2
Sell
-4,195
Closed -$207K 820
2024
Q1
$207K Buy
+4,195
New +$207K 0.02% 668
2023
Q3
Sell
-9,884
Closed -$423K 366
2023
Q2
$423K Sell
9,884
-50
-0.5% -$2.14K 0.19% 144
2023
Q1
$435K Buy
+9,934
New +$435K 0.24% 111