Avantax Planning Partners’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
2018
Q4
Sell
-750
Closed -$31K 748
2018
Q3
$31K Buy
+750
New +$31K ﹤0.01% 602
2018
Q2
Sell
-746
Closed -$28K 846
2018
Q1
$28K Buy
+746
New +$28K ﹤0.01% 666