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Centerpoint Advisors’s iShares US Energy ETF IYE Stock Holding History

Centerpoint Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-493
Closed -$21K – 594
2023
Q2 		$21K Hold
493
– – 0.01% 240
2023
Q1 		$22K Buy
+493
New +$22K 0.01% 246