Caldwell Sutter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Hold |
740
| – | – | 0.02% | 408 |
|
|
2025
Q1 | $36.5K | Hold |
740
| – | – | 0.02% | 395 |
|
|
2024
Q4 | $33.7K | Hold |
740
| – | – | 0.02% | 409 |
|
|
2024
Q3 | $34.3K | Hold |
740
| – | – | 0.02% | 412 |
|
|
2024
Q2 | $35.5K | Hold |
740
| – | – | 0.02% | 407 |
|
|
2024
Q1 | $36.6K | Hold |
740
| – | – | 0.02% | 390 |
|
|
2023
Q4 | $32.6K | Sell |
740
-60
| -8% | -$2.65K | 0.02% | 393 |
|
|
2023
Q3 | $37.9K | Hold |
800
| – | – | 0.02% | 353 |
|
|
2023
Q2 | $34.3K | Hold |
800
| – | – | 0.02% | 368 |
|
|
2023
Q1 | $35K | Hold |
800
| – | – | 0.03% | 283 |
|
|
2022
Q4 | $37.2K | Buy |
+800
| New | +$37.2K | 0.03% | 193 |
|