Bull Oak Capital’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
-39,069
Closed -$1.49M 24
2022
Q2
$1.49M Sell
39,069
-115,993
-75% -$4.42M 1.38% 15
2022
Q1
$6.35M Buy
+155,062
New +$6.35M 5.2% 8