Bogart Wealth LLC’s iShares US Energy ETF IYE Stock Holding History

Bogart Wealth LLC’s Portfolio IYE Stock Details IYE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$592	Hold
2024 Q4	$547	Hold
2024 Q3	$556	Sell
2024 Q2	$2.54K	Buy