Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.32K | Hold |
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|
2024
Q4 | $4.92K | Hold |
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|
2024
Q3 | $5K | Hold |
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|
2024
Q2 | $5.18K | Sell |
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|
2024
Q1 | $8.79K | Sell |
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|
2023
Q4 | $31.1K | Hold |
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|
2023
Q3 | $33.4K | Hold |
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|
2023
Q2 | $30.2K | Buy |
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|
2023
Q1 | $14.7K | Sell |
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|
2022
Q4 | $32.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $86K | Buy |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $65K | Buy |
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