Choreo LLC’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
Q2
Sell
-4,290
Closed -$211K 1566
2025
Q1
$211K Sell
4,290
-309
-7% -$15.2K ﹤0.01% 1283
2024
Q4
$209K Sell
4,599
-530
-10% -$24.1K ﹤0.01% 1406
2024
Q3
$243K Buy
5,129
+353
+7% +$16.7K ﹤0.01% 1347
2024
Q2
$229K Buy
+4,776
New +$229K ﹤0.01% 1252