Copperleaf Capital’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 Q1	–	Sell	-5,235	Closed	-$243K	–	80
2022 Q4	$243K	Sell	5,235 -562	-10%	-$26.1K	0.28%	59
2022 Q3	$228K	Buy	+5,797	New	+$228K	0.25%	66