Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-371
| Closed | -$10K | – | 476 |
|
|
2021
Q1 | $10K | Buy |
+371
| New | +$10K | ﹤0.01% | 594 |
|
|
2020
Q2 | $7K | Hold |
371
| – | – | ﹤0.01% | 600 |
|
|
2020
Q1 | $6K | Hold |
371
| – | – | ﹤0.01% | 600 |
|
|
2019
Q4 | $12K | Hold |
371
| – | – | ﹤0.01% | 565 |
|
|
2019
Q3 | $12K | Hold |
371
| – | – | ﹤0.01% | 563 |
|
|
2019
Q2 | $13K | Hold |
371
| – | – | ﹤0.01% | 545 |
|
|
2019
Q1 | $13K | Hold |
371
| – | – | 0.01% | 514 |
|
|
2018
Q4 | $12K | Sell |
371
-178
| -32% | -$5.76K | 0.01% | 509 |
|
|
2018
Q3 | $23K | Hold |
549
| – | – | 0.01% | 419 |
|
|
2018
Q2 | $23K | Hold |
549
| – | – | 0.01% | 400 |
|
|
2018
Q1 | $20K | Hold |
549
| – | – | 0.01% | 411 |
|
|
2017
Q4 | $21K | Buy |
+549
| New | +$21K | 0.02% | 360 |
|