Birch Hill Investment 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
2019
Q1
Sell
-11,600
Closed -$361K 144
2018
Q4
$361K Sell
11,600
-2,600
-18% -$80.9K 0.03% 120
2018
Q3
$596K Hold
14,200
0.04% 110
2018
Q2
$596K Buy
+14,200
New +$596K 0.05% 103