Buttonwood Financial Group’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$766K Buy
2023
Q1
Sell
2022
Q4
$1.1M Sell
2022
Q3
$1.12M Sell
2022
Q2
$2.27M Sell
2022
Q1
$4.12M Buy