Cassaday & Co’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 | $180K | Buy |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $171K | Hold |
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|
2021
Q1 | $154K | Sell |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $90K | Hold |
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|
2019
Q4 | $189K | Hold |
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|
2019
Q3 | $187K | Hold |
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|
2019
Q2 | $203K | Hold |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | $181K | Buy |
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|
2018
Q3 | $237K | Sell |
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|
2018
Q2 | $250K | Buy |
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|
2018
Q1 | $214K | Sell |
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|
2017
Q4 | $235K | Buy |
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|
2017
Q3 | $218K | Sell |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $303K | Hold |
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|
2016
Q4 | $327K | Hold |
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|
2016
Q3 | $307K | Hold |
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|
2016
Q2 | $302K | Sell |
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|
2016
Q1 | $321K | Sell |
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|
2015
Q4 | $14.5M | Sell |
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|
2015
Q3 | $26.6M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.87M | Buy |
|