Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $5.07M | Sell |
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|
2021
Q4 | $4.79M | Sell |
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|
2021
Q3 | $4.55M | Sell |
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|
2021
Q2 | $5.08M | Buy |
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|
2021
Q1 | $2.94M | Buy |
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|
2020
Q4 | $158K | Buy |
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|
2020
Q3 | $56K | Buy |
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|
2020
Q2 | $67K | Sell |
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|
2020
Q1 | $55K | Buy |
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|
2019
Q4 | $116K | Buy |
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|
2019
Q3 | $68K | Sell |
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|
2019
Q2 | $166K | Sell |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $325K | Sell |
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|
2018
Q3 | $591K | Buy |
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