Beaird Harris Wealth Management’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 Q3	–	Hold	0	–	-$1	–	473
2023 Q2	–	Sell	-18	Closed	-$784	–	472
2023 Q1	$784	Hold	18	–	–	﹤0.01%	423
2022 Q4	$825	Hold	18	–	–	﹤0.01%	645
2022 Q3	$1K	Buy	+18	New	+$1K	﹤0.01%	440