Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-334
| Closed | -$14.3K | – | 377 |
|
|
2023
Q2 | $14.3K | Buy |
334
+2
| +0.6% | +$86 | 0.01% | 318 |
|
|
2023
Q1 | $14.5K | Buy |
332
+3
| +0.9% | +$131 | 0.01% | 315 |
|
|
2022
Q4 | $15.3K | Buy |
329
+3
| +0.9% | +$140 | 0.01% | 283 |
|
|
2022
Q3 | $13K | Buy |
326
+4
| +1% | +$160 | 0.01% | 305 |
|
|
2022
Q2 | $12K | Buy |
322
+3
| +0.9% | +$112 | 0.01% | 337 |
|
|
2022
Q1 | $13K | Buy |
319
+2
| +0.6% | +$82 | 0.01% | 348 |
|
|
2021
Q4 | $10K | Buy |
317
+3
| +1% | +$95 | 0.01% | 419 |
|
|
2021
Q3 | $9K | Buy |
314
+4
| +1% | +$115 | 0.01% | 438 |
|
|
2021
Q2 | $9K | Buy |
310
+2
| +0.6% | +$58 | 0.01% | 452 |
|
|
2021
Q1 | $8K | Buy |
308
+1
| +0.3% | +$26 | 0.01% | 439 |
|
|
2020
Q4 | $6K | Buy |
+307
| New | +$6K | ﹤0.01% | 429 |
|