Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-83
| Closed | -$3.73K | – | 1115 |
|
|
2024
Q4 | $3.73K | Hold |
83
| – | – | ﹤0.01% | 1398 |
|
|
2024
Q3 | $3.82K | Sell |
83
-179
| -68% | -$8.24K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $12.6K | Buy |
+262
| New | +$12.6K | ﹤0.01% | 946 |
|
|
2023
Q4 | $5.21K | Buy |
+118
| New | +$5.21K | ﹤0.01% | 1097 |
|
|
2023
Q2 | – | Sell |
-4,789
| Closed | -$208K | – | 1440 |
|
|
2023
Q1 | $208K | Buy |
+4,789
| New | +$208K | 0.07% | 187 |
|