Avaii Wealth Management’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 |
-57,549
| Closed | -$2.68M | – | 132 |
|
|
2022
Q4 | $2.68M | Sell |
57,549
-671
| -1% | -$31.2K | 2.39% | 9 |
|
|
2022
Q3 | $2.29M | Sell |
58,220
-14,158
| -20% | -$557K | 2.38% | 10 |
|
|
2022
Q2 | $2.76M | Buy |
72,378
+2,129
| +3% | +$81.2K | 2.95% | 8 |
|
|
2022
Q1 | $2.88M | Buy |
70,249
+2,822
| +4% | +$115K | 2.66% | 10 |
|
|
2021
Q4 | $2.03M | Buy |
+67,427
| New | +$2.03M | 2.03% | 10 |
|