Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-258
| Closed | -$10K | – | 291 |
|
|
2022
Q2 | $10K | Sell |
258
-855
| -77% | -$33.1K | 0.01% | 280 |
|
|
2022
Q1 | $46K | Buy |
1,113
+978
| +724% | +$40.4K | 0.02% | 266 |
|
|
2021
Q4 | $4K | Hold |
135
| – | – | ﹤0.01% | 323 |
|
|
2021
Q3 | $4K | Hold |
135
| – | – | ﹤0.01% | 436 |
|
|
2021
Q2 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 441 |
|