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Callan Capital’s iShares US Energy ETF IYE Stock Holding History

Callan Capital’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,679
Closed -$163K – 87
2020
Q1 		$163K Sell
10,679
-3,222
-23% -$49.2K 0.05% 79
2019
Q4 		$447K Buy
+13,901
New +$447K 0.12% 49