Avion Wealth’s iShares US Energy ETF IYE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60	Closed	-$2K	–	1214
2023 Q3	$2K	Hold	60	–	–	﹤0.01%	487
2023 Q2	$2K	Hold	60	–	–	﹤0.01%	478
2023 Q1	$2K	Hold	60	–	–	﹤0.01%	384
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	383
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	400
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	400
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	339
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	334
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	319
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	307
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	299
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	332
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	288
2020 Q2	$1K	Hold	60	–	–	﹤0.01%	260
2020 Q1	$1K	Buy	+60	New	+$1K	﹤0.01%	284