Central Valley Advisors’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
2025 Q1	–	Sell	-5,043	Closed	-$230K	–	140
2024 Q4	$230K	Hold	5,043	–	–	0.1%	127
2024 Q3	$234K	Buy	+5,043	New	+$234K	0.13%	118