Dakota Wealth Management’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
2024 Q3	–	Sell	-5,410	Closed	-$260K	–	738
2024 Q2	$260K	Hold	5,410	–	–	0.01%	604
2024 Q1	$267K	Buy	+5,410	New	+$267K	0.01%	607