Certus Wealth Management’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
2023 Q4	–	Sell	-6,943	Closed	-$329K	–	59
2023 Q3	$329K	Sell	6,943 -161	-2%	-$7.64K	0.31%	47
2023 Q2	$304K	Buy	+7,104	New	+$304K	0.3%	50