Claraphi Advisory Network’s iShares US Energy ETF IYE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$361K Sell
2022
Q1
$393K Hold
2021
Q4
$289K Hold
2021
Q3
$271K Sell
2021
Q2
$285K Hold
2021
Q1
$257K Sell
2020
Q4
$202K Sell
2020
Q3
$174K Sell
2020
Q2
$222K Sell
2020
Q1
$174K Sell
2019
Q4
$372K Sell
2019
Q3
$373K Sell
2019
Q2
$419K Sell
2019
Q1
$448K Sell
2018
Q4
$399K Sell
2018
Q3
$539K Sell
2018
Q2
$545K Sell
2018
Q1
$490K Hold
2017
Q4
$526K Buy