Caldwell Sutter Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Hold |
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|
2025
Q1 | $36.5K | Hold |
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|
2024
Q4 | $33.7K | Hold |
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|
2024
Q3 | $34.3K | Hold |
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|
2024
Q2 | $35.5K | Hold |
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|
2024
Q1 | $36.6K | Hold |
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|
2023
Q4 | $32.6K | Sell |
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|
2023
Q3 | $37.9K | Hold |
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|
2023
Q2 | $34.3K | Hold |
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|
2023
Q1 | $35K | Hold |
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|
2022
Q4 | $37.2K | Buy |
|