Baystate Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Baystate Wealth Management’s Portfolio IYE Stock Details IYE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$76.9K	Buy
2023 Q2	–	Sell
2023 Q1	$3.73K	Sell
2022 Q4	$165K	Buy
2022 Q3	$124K	Sell
2022 Q2	$558K	Buy
2022 Q1	$561K	Buy
2021 Q4	$308K	Buy
2021 Q3	$189K	Buy
2021 Q2	$159K	Sell
2021 Q1	$147K	Buy