Cornerstone Planning Group’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
Q2 | $5.97K | Sell |
131
-814
| -86% | -$37.1K | ﹤0.01% | 682 |
|
|
2025
Q1 | $40.6K | Buy |
945
+816
| +633% | +$35.1K | 0.01% | 273 |
|
|
2024
Q4 | $6.19K | Hold |
129
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $5.94K | Sell |
129
-498
| -79% | -$22.9K | ﹤0.01% | 532 |
|
|
2024
Q2 | $28.5K | Sell |
627
-90
| -13% | -$4.09K | 0.01% | 272 |
|
|
2024
Q1 | $34.7K | Sell |
717
-41
| -5% | -$1.99K | 0.01% | 215 |
|
|
2023
Q4 | $33.4K | Sell |
758
-427
| -36% | -$18.8K | 0.01% | 240 |
|
|
2023
Q3 | $56.2K | Hold |
1,185
| – | – | 0.02% | 168 |
|
|
2023
Q2 | $50.8K | Buy |
+1,185
| New | +$50.8K | 0.02% | 240 |
|
|
2022
Q4 | $72.3K | Buy |
+1,528
| New | +$72.3K | 0.03% | 207 |
|