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 |
|