Capital Advisory Group Advisory Services’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 | $1.11M | Sell |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $548K | Sell |
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|
2023
Q2 | $516K | Hold |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $183K | Sell |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $743K | Sell |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $457K | Buy |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $822K | Buy |
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|
2019
Q3 | $795K | Buy |
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|
2019
Q2 | $834K | Buy |
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|
2019
Q1 | $637K | Buy |
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|
2018
Q4 | $510K | Sell |
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|
2018
Q3 | $922K | Sell |
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|
2018
Q2 | $989K | Sell |
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|
2018
Q1 | $1.53M | Buy |
|