BerganKDV 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
Q1 | – | Sell |
-710
| Closed | -$33K | – | 1094 |
|
|
2022
Q4 | $33K | Buy |
710
+360
| +103% | +$16.7K | ﹤0.01% | 425 |
|
|
2022
Q3 | $14K | Hold |
350
| – | – | ﹤0.01% | 527 |
|
|
2022
Q2 | $13K | Hold |
350
| – | – | ﹤0.01% | 548 |
|
|
2022
Q1 | $14K | Hold |
350
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $11K | Hold |
350
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $10K | Hold |
350
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $10K | Hold |
350
| – | – | ﹤0.01% | 605 |
|
|
2021
Q1 | $9K | Hold |
350
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 614 |
|