Cranbrook Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $177K | Hold |
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|
2021
Q1 | $160K | Hold |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $122K | Sell |
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|
2020
Q1 | $163K | Sell |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $856K | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.56M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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