Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-175
| Closed | -$8.08K | – | 1082 |
|
|
2024
Q3 | $8.08K | Hold |
175
| – | – | ﹤0.01% | 594 |
|
|
2024
Q2 | $8.37K | Buy |
175
+1
| +0.6% | +$48 | ﹤0.01% | 583 |
|
|
2024
Q1 | $8.62K | Hold |
174
| – | – | ﹤0.01% | 579 |
|
|
2023
Q4 | $7.69K | Hold |
174
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $7.81K | Hold |
174
| – | – | ﹤0.01% | 550 |
|
|
2023
Q2 | $7.47K | Hold |
174
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $7.63K | Hold |
174
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $8.11K | Buy |
+174
| New | +$8.11K | ﹤0.01% | 644 |
|