Avantax Advisory Services’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $416K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $837K | Sell |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $329K | Buy |
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