Country Club Bank’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
Q3
$397K Sell
2025
Q2
$376K Sell
2025
Q1
$412K Hold
2024
Q4
$380K Hold
2024
Q3
$390K Sell
2024
Q2
$425K Sell
2024
Q1
$455K Sell
2023
Q4
$409K Sell
2023
Q3
$462K Sell
2023
Q2
$423K Sell
2023
Q1
$436K Sell
2022
Q4
$479K Sell
2022
Q3
$415K Hold
2022
Q2
$408K Hold
2022
Q1
$435K Buy