Connecticut Wealth Management’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
2020 Q1	–	Sell	-7,994	Closed	-$257K	–	151
2019 Q4	$257K	Sell	7,994 -17,069	-68%	-$549K	0.03%	144
2019 Q3	$796K	Sell	25,063 -68,828	-73%	-$2.19M	0.1%	85
2019 Q2	$3.23M	Buy	+93,891	New	+$3.23M	0.4%	43