BFA
BMS Financial Advisors’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50,870
| Closed | -$1.53M | – | 115 |
|
|
2022
Q4 | $1.53M | Buy |
+50,870
| New | +$1.53M | 1.02% | 17 |
|
|
2022
Q3 | – | Sell |
-51,760
| Closed | -$1.56M | – | 111 |
|
|
2022
Q2 | $1.56M | Buy |
51,760
+5,455
| +12% | +$164K | 1.02% | 17 |
|
|
2022
Q1 | $1.9M | Sell |
46,305
-5,525
| -11% | -$226K | 1.21% | 14 |
|
|
2021
Q4 | $1.56M | Buy |
+51,830
| New | +$1.56M | 0.99% | 17 |
|