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Castle Rock Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Castle Rock Wealth Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,468
Closed -$208K – 56
2018
Q3 		$208K Buy
+5,468
New +$208K 0.33% 102