Carolina Wealth Advisors’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
2022
Q3
Hold
0
278
2022
Q2
Hold
0
298
2020
Q2
Sell
-300
Closed -$5K 181
2020
Q1
$5K Hold
300
0.01% 130
2019
Q4
$10K Buy
+300
New +$10K 0.01% 127