Butensky & Cohen Financial Security’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-660
| Closed | -$23K | – | 124 |
|
|
2016
Q1 | $23K | Hold |
660
| – | – | 0.02% | 88 |
|
|
2015
Q4 | $22K | Hold |
660
| – | – | 0.02% | 91 |
|
|
2015
Q3 | $23K | Hold |
660
| – | – | 0.02% | 87 |
|
|
2015
Q2 | $28K | Buy |
660
+85
| +15% | +$3.61K | 0.03% | 86 |
|
|
2015
Q1 | $25K | Buy |
575
+80
| +16% | +$3.48K | 0.02% | 87 |
|
|
2014
Q4 | $22K | Buy |
+495
| New | +$22K | 0.02% | 90 |
|