Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $120K | Buy |
|
|||||
|
2021
Q1 | $73K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $15K | Hold |
|
|||||
|
2019
Q1 | $16K | Hold |
|
|||||
|
2018
Q4 | $14K | Sell |
|
|||||
|
2018
Q3 | $57K | Hold |
|
|||||
|
2018
Q2 | $57K | Hold |
|
|||||
|
2018
Q1 | $50K | Hold |
|
|||||
|
2017
Q4 | $53K | Sell |
|
|||||
|
2017
Q3 | $92K | Sell |
|
|||||
|
2017
Q2 | $161K | Sell |
|
|||||
|
2017
Q1 | $185K | Hold |
|
|||||
|
2016
Q4 | $200K | Hold |
|
|||||
|
2016
Q3 | $187K | Buy |
|
|||||
|
2016
Q2 | $107K | Hold |
|
|||||
|
2016
Q1 | $97K | Hold |
|
|||||
|
2015
Q4 | $95K | Buy |
|
|||||
|
2015
Q3 | $26K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $7K | Hold |
|
|||||
|
2014
Q1 | $6K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $5K | Buy |
|