BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $64.1K | Hold |
1,497
| – | – | 0.01% | 389 |
|
|
2023
Q1 | $65.5K | Buy |
1,497
+357
| +31% | +$15.6K | 0.01% | 377 |
|
|
2022
Q4 | $53K | Hold |
1,140
| – | – | 0.01% | 407 |
|
|
2022
Q3 | $45K | Hold |
1,140
| – | – | 0.01% | 419 |
|
|
2022
Q2 | $43K | Hold |
1,140
| – | – | 0.01% | 428 |
|
|
2022
Q1 | $47K | Hold |
1,140
| – | – | 0.01% | 440 |
|
|
2021
Q4 | $34K | Hold |
1,140
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $32K | Hold |
1,140
| – | – | ﹤0.01% | 520 |
|
|
2021
Q2 | $33K | Sell |
1,140
-20
| -2% | -$579 | ﹤0.01% | 531 |
|
|
2021
Q1 | $30K | Buy |
1,160
+20
| +2% | +$517 | ﹤0.01% | 540 |
|
|
2020
Q4 | $23K | Hold |
1,140
| – | – | ﹤0.01% | 446 |
|
|
2020
Q3 | $18K | Sell |
1,140
-170
| -13% | -$2.68K | ﹤0.01% | 433 |
|
|
2020
Q2 | $26K | Sell |
1,310
-750
| -36% | -$14.9K | ﹤0.01% | 395 |
|
|
2020
Q1 | $32K | Buy |
2,060
+1,500
| +268% | +$23.3K | 0.01% | 381 |
|
|
2019
Q4 | $18K | Hold |
560
| – | – | ﹤0.01% | 395 |
|
|
2019
Q3 | $18K | Hold |
560
| – | – | ﹤0.01% | 403 |
|
|
2019
Q2 | $19K | Hold |
560
| – | – | 0.01% | 394 |
|
|
2019
Q1 | $20K | Sell |
560
-175
| -24% | -$6.25K | 0.01% | 374 |
|
|
2018
Q4 | $23K | Hold |
735
| – | – | 0.01% | 330 |
|
|
2018
Q3 | $31K | Hold |
735
| – | – | 0.01% | 342 |
|
|
2018
Q2 | $31K | Hold |
735
| – | – | 0.01% | 341 |
|
|
2018
Q1 | $27K | Hold |
735
| – | – | 0.01% | 300 |
|
|
2017
Q4 | $29K | Hold |
735
| – | – | 0.01% | 249 |
|
|
2017
Q3 | $28K | Sell |
735
-480
| -40% | -$18.3K | 0.01% | 234 |
|
|
2017
Q2 | $43K | Buy |
+1,215
| New | +$43K | 0.02% | 245 |
|