Capital Investment Advisory Services’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 | $12.2K | Buy |
+270
| New | +$12.2K | ﹤0.01% | 921 |
|
|
2023
Q2 | – | Sell |
-215
| Closed | -$9.41K | – | 894 |
|
|
2023
Q1 | $9.41K | Hold |
215
| – | – | ﹤0.01% | 742 |
|
|
2022
Q4 | $10K | Hold |
215
| – | – | ﹤0.01% | 751 |
|
|
2022
Q3 | $8K | Hold |
215
| – | – | ﹤0.01% | 710 |
|
|
2022
Q2 | $8K | Hold |
215
| – | – | ﹤0.01% | 735 |
|
|
2022
Q1 | $9K | Hold |
215
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $6K | Hold |
215
| – | – | ﹤0.01% | 755 |
|
|
2021
Q3 | $6K | Hold |
215
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $6K | Hold |
215
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $6K | Buy |
+215
| New | +$6K | ﹤0.01% | 680 |
|