Bay Harbor Wealth Management’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
2023
Q1
Sell
2022
Q4
$246K Sell
2022
Q3
$389K Sell
2022
Q2
$1.11M Sell
2022
Q1
$2.34M Buy
2021
Q4
$1.99M Sell
2021
Q3
$1.71M Buy
2021
Q2
$1.54M Buy
2021
Q1
$903K Buy