Bogart Wealth LLC’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
2025 Q2	–	Sell	-12	Closed	-$592	–	1495
2025 Q1	$592	Hold	12	–	–	﹤0.01%	1234
2024 Q4	$547	Hold	12	–	–	﹤0.01%	1259
2024 Q3	$556	Sell	12 -41	-77%	-$1.9K	﹤0.01%	1065
2024 Q2	$2.54K	Buy	+53	New	+$2.54K	﹤0.01%	894