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

BerganKDV 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 Q1	–	Sell
2022 Q4	$33K	Buy
2022 Q3	$14K	Hold
2022 Q2	$13K	Hold
2022 Q1	$14K	Hold
2021 Q4	$11K	Hold
2021 Q3	$10K	Hold
2021 Q2	$10K	Hold
2021 Q1	$9K	Hold
2020 Q4	$7K	Buy