Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,515
| Closed | -$112K | – | 1091 |
|
|
2014
Q4 | $112K | Buy |
2,515
+1,500
| +148% | +$66.8K | 0.01% | 464 |
|
|
2014
Q3 | $52K | Hold |
1,015
| – | – | ﹤0.01% | 578 |
|
|
2014
Q2 | $58K | Hold |
1,015
| – | – | ﹤0.01% | 548 |
|
|
2014
Q1 | $52K | Hold |
1,015
| – | – | ﹤0.01% | 586 |
|
|
2013
Q4 | $51K | Buy |
+1,015
| New | +$51K | ﹤0.01% | 583 |
|