Cypress Wealth Services’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
Q2 | – | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $595K | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $970K | Buy |
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