CIAS
CFS Investment Advisory Services’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-53,717
| Closed | -$2.05M | – | 302 |
|
|
2022
Q2 | $2.05M | Sell |
53,717
-3,696,601
| -99% | -$141M | 0.31% | 68 |
|
|
2022
Q1 | $92K | Buy |
3,750,318
+3,652,827
| +3,747% | +$89.6K | 0.4% | 44 |
|
|
2021
Q4 | $3.41M | Sell |
97,491
-24,282
| -20% | -$850K | 0.46% | 44 |
|
|
2021
Q3 | $3.44M | Buy |
+121,773
| New | +$3.44M | 0.47% | 45 |
|