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Clear Point Advisors’s iShares US Energy ETF IYE Stock Holding History

Clear Point Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$164 – 332
2024
Q3 		$164 Hold
4
– – ﹤0.01% 536
2024
Q2 		$168 Buy
4
+1
+33% +$42 ﹤0.01% 534
2024
Q1 		$172 Hold
3
– – ﹤0.01% 534
2023
Q4 		$153 Buy
+3
New +$153 ﹤0.01% 523