Buttonwood Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,361
| Closed | -$766K | – | 30 |
|
|
2023
Q4 | $766K | Buy |
+17,361
| New | +$766K | 0.56% | 19 |
|
|
2023
Q1 | – | Sell |
-23,646
| Closed | -$1.1M | – | 32 |
|
|
2022
Q4 | $1.1M | Sell |
23,646
-4,838
| -17% | -$225K | 1% | 15 |
|
|
2022
Q3 | $1.12M | Sell |
28,484
-31,695
| -53% | -$1.25M | 1.16% | 14 |
|
|
2022
Q2 | $2.28M | Sell |
60,179
-40,700
| -40% | -$1.54M | 2.23% | 12 |
|
|
2022
Q1 | $4.12M | Buy |
+100,879
| New | +$4.12M | 3.06% | 6 |
|