Dynamic Advisor Solutions’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,413
| Closed | -$370K | – | 734 |
|
|
2022
Q3 | $370K | Sell |
9,413
-4,114
| -30% | -$162K | 0.03% | 468 |
|
|
2022
Q2 | $516K | Buy |
+13,527
| New | +$516K | 0.04% | 392 |
|
|
2021
Q3 | – | Sell |
-7,776
| Closed | -$226K | – | 751 |
|
|
2021
Q2 | $226K | Buy |
+7,776
| New | +$226K | 0.02% | 638 |
|