Avidian Wealth Enterprises’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 | $2.06M | Sell |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $2.56M | Sell |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $2.78M | Sell |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $355K | Buy |
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